Brighton Jones LLC’s CDW CDW Stock Holding History

Brighton Jones LLC’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 Q4	–	Sell	-925	Closed	-$209K	–	694
2024 Q3	$209K	Buy	+925	New	+$205K	0.01%	527
2024 Q2	–	Sell	-927	Closed	-$237K	–	641
2024 Q1	$237K	Buy	+927	New	+$220K	0.01%	525

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

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

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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Brighton Jones LLC's CDW Position: Q4 2024 in Review

Brighton Jones LLC sold out of CDW (CDW) in Q4 2024, closing a stake of 925 shares — an estimated $209K sold.

Brighton Jones LLC first reported a position in CDW in Q1 2024 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

Brighton Jones LLC reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
Brighton Jones LLC sold 925 CDW shares in Q4 2024, an estimated $209K.
Brighton Jones LLC first reported a position in CDW in Q1 2024 and held it in 2 quarters.
Brighton Jones LLC's CDW position peaked at $237K in Q1 2024.
852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Brighton Jones LLC's 13F filing for Q4 2024, filed 21 Jan 2025.