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Capital Directions Investment Advisors’s CDW CDW Stock Holding History

Capital Directions Investment Advisors’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
2021
Q4 		– Sell
-175
Closed -$32K – 87
2021
Q3 		$32K Hold
175
– – 0.01% 163
2021
Q2 		$31K Buy
+175
New +$30.1K 0.01% 143
2020
Q2 		– Sell
-403
Closed -$38K – 211
2020
Q1 		$38K Hold
403
– – 0.02% 124
2019
Q4 		$58K Hold
403
– – 0.02% 122
2019
Q3 		$50K Buy
+403
New +$46.2K 0.02% 128

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Directions Investment Advisors's CDW Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of CDW (CDW) in Q4 2021, closing a stake of 175 shares — an estimated $32K sold.

Capital Directions Investment Advisors first reported a position in CDW in Q3 2019 and held it in 5 quarters. The position peaked at $58K in Q4 2019. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 175 CDW shares in Q4 2021, an estimated $32K.
  • Capital Directions Investment Advisors first reported a position in CDW in Q3 2019 and held it in 5 quarters.
  • Capital Directions Investment Advisors's CDW position peaked at $58K in Q4 2019.
  • 805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.