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Capital Investment Advisors’s CDW CDW Stock Holding History

Capital 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
2024
Q4 		– Sell
-5,948
Closed -$1.35M – 676
2024
Q3 		$1.35M Buy
5,948
+1,015
+21% +$225K 0.03% 265
2024
Q2 		$1.1M Buy
4,933
+807
+20% +$187K 0.03% 275
2024
Q1 		$1.06M Buy
4,126
+1,587
+63% +$377K 0.02% 283
2023
Q4 		$577K Buy
2,539
+993
+64% +$210K 0.01% 356
2023
Q3 		$312K Buy
1,546
+405
+35% +$80.7K 0.01% 439
2023
Q2 		$209K Buy
1,141
+71
+7% +$12.4K 0.01% 500
2023
Q1 		$209K Buy
+1,070
New +$210K 0.01% 513

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisors's CDW Position: Q4 2024 in Review

Capital Investment Advisors sold out of CDW (CDW) in Q4 2024, closing a stake of 5,948 shares — an estimated $1.35M sold.

Capital Investment Advisors first reported a position in CDW in Q1 2023 and held it in 7 quarters. The position peaked at $1.35M in Q3 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Capital Investment Advisors reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 5,948 CDW shares in Q4 2024, an estimated $1.35M.
  • Capital Investment Advisors first reported a position in CDW in Q1 2023 and held it in 7 quarters.
  • Capital Investment Advisors's CDW position peaked at $1.35M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Capital Investment Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.