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Beaird Harris Wealth Management’s CDW CDW Stock Holding History

Beaird Harris Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$210 – 545
2024
Q2 		$210 Buy
+1
New +$232 ﹤0.01% 649
2023
Q1 		– Sell
-17
Closed -$3.04K – 526
2022
Q4 		$3.04K Buy
+17
New +$2.99K ﹤0.01% 508

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Beaird Harris Wealth Management's CDW Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of CDW (CDW) in Q3 2024, closing a stake of 1 share — an estimated $210 sold.

Beaird Harris Wealth Management first reported a position in CDW in Q4 2022 and held it in 2 quarters. The position peaked at $3.04K in Q4 2022. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 CDW share in Q3 2024, an estimated $210.
  • Beaird Harris Wealth Management first reported a position in CDW in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's CDW position peaked at $3.04K in Q4 2022.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.