Cathie Wood’s CDW CDW Stock Holding History

Cathie Wood’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
2022 Q3	–	Sell	-962	Closed	-$163K	–	270
2022 Q2	$163K	Sell	962 -45	-4%	-$7.57K	﹤0.01%	278
2022 Q1	$180K	Buy	1,007 +50	+5%	+$9.15K	﹤0.01%	296
2021 Q4	$196K	Buy	+957	New	+$182K	﹤0.01%	298

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Cathie Wood's CDW Position: Q3 2022 in Review

Cathie Wood sold out of CDW (CDW) in Q3 2022, closing a stake of 962 shares — an estimated $163K sold.

Cathie Wood first reported a position in CDW in Q4 2021 and held it in 3 quarters. The position peaked at $196K in Q4 2021. 779 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

Cathie Wood reported no remaining CDW position as of Q3 2022 after selling out during the quarter.
Cathie Wood sold 962 CDW shares in Q3 2022, an estimated $163K.
Cathie Wood first reported a position in CDW in Q4 2021 and held it in 3 quarters.
Cathie Wood's CDW position peaked at $196K in Q4 2021.
779 funds tracked by Wall St. Rank held CDW as of Q3 2022.

Based on ARK Investment Management's 13F filing for Q3 2022, filed 17 Oct 2022.