Buckingham Strategic Wealth’s CDW CDW Stock Holding History

Buckingham Strategic 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
2024 Q1	–	Sell	-956	Closed	-$217K	–	767
2023 Q4	$217K	Buy	+956	New	+$203K	﹤0.01%	661

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Buckingham Strategic Wealth's CDW Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of CDW (CDW) in Q1 2024, closing a stake of 956 shares — an estimated $217K sold.

Buckingham Strategic Wealth first reported a position in CDW in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 900 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

Buckingham Strategic Wealth reported no remaining CDW position as of Q1 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 956 CDW shares in Q1 2024, an estimated $217K.
Buckingham Strategic Wealth first reported a position in CDW in Q4 2023 and held it in 1 quarter.
Buckingham Strategic Wealth's CDW position peaked at $217K in Q4 2023.
900 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.