BOK Financial Private Wealth’s CDW CDW Stock Holding History

BOK Financial Private Wealth’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
2025 Q1	–	Sell	-3	Closed	-$523	–	500
2024 Q4	$523	Buy	+3	New	+$583	﹤0.01%	578

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's CDW Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of CDW (CDW) in Q1 2025, closing a stake of 3 shares — an estimated $523 sold.

BOK Financial Private Wealth first reported a position in CDW in Q4 2024 and held it in 1 quarter. The position peaked at $523 in Q4 2024. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

BOK Financial Private Wealth reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 3 CDW shares in Q1 2025, an estimated $523.
BOK Financial Private Wealth first reported a position in CDW in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's CDW position peaked at $523 in Q4 2024.
840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.