Brass Tax Wealth Management’s CDW CDW Stock Holding History

Brass Tax 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	-2,176	Closed	-$487K	–	208
2024 Q2	$487K	Buy	+2,176	New	+$505K	0.1%	95

Other funds holding CDW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Brass Tax Wealth Management's CDW Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of CDW (CDW) in Q3 2024, closing a stake of 2,176 shares — an estimated $487K sold.

Brass Tax Wealth Management first reported a position in CDW in Q2 2024 and held it in 1 quarter. The position peaked at $487K in Q2 2024. 894 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

Brass Tax Wealth Management reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
Brass Tax Wealth Management sold 2,176 CDW shares in Q3 2024, an estimated $487K.
Brass Tax Wealth Management first reported a position in CDW in Q2 2024 and held it in 1 quarter.
Brass Tax Wealth Management's CDW position peaked at $487K in Q2 2024.
894 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.