Capital A Wealth Management’s CDW CDW Stock Holding History

Capital A 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
2025 Q1	–	Sell	-2	Closed	-$348	–	744
2024 Q4	$348	Buy	+2	New	+$389	﹤0.01%	692

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

Capital A Wealth Management's CDW Position: Q1 2025 in Review

Capital A Wealth Management sold out of CDW (CDW) in Q1 2025, closing a stake of 2 shares — an estimated $348 sold.

Capital A Wealth Management first reported a position in CDW in Q4 2024 and held it in 1 quarter. The position peaked at $348 in Q4 2024. 840 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

Capital A Wealth Management reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 2 CDW shares in Q1 2025, an estimated $348.
Capital A Wealth Management first reported a position in CDW in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's CDW position peaked at $348 in Q4 2024.
840 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.