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Cassady Schiller Wealth Management’s CDW CDW Stock Holding History

Cassady Schiller 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
2024
Q4 		$870 Buy
+5
New +$971 ﹤0.01% 831
2022
Q1 		– Sell
-2
Closed – – 184
2021
Q4 		$0 Buy
+2
New +$380 ﹤0.01% 558

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

Cassady Schiller Wealth Management's CDW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CDW (CDW) in Q4 2024: 5 shares worth $870. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CDW as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CDW in Q4 2021 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Cassady Schiller Wealth Management held 5 shares of CDW worth $870 as of Q4 2024.
  • CDW was a new Cassady Schiller Wealth Management position in Q4 2024.
  • CDW made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #831 holding.
  • Cassady Schiller Wealth Management first reported a position in CDW in Q4 2021 and has held it in 2 quarters since.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.