Cetera Advisor Networks’s CDW CDW Stock Holding History

Cetera Advisor Networks’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 Q1	$1.43M	Buy	5,573 +603	+12%	+$143K	0.01%	1211
2023 Q4	$1.13M	Buy	4,970 +145	+3%	+$30.7K	0.01%	1291
2023 Q3	$974K	Buy	4,825 +297	+7%	+$59.2K	0.01%	1302
2023 Q2	$831K	Sell	4,528 -3,867	-46%	-$676K	0.01%	1376
2023 Q1	$1.64M	Sell	8,395 -230	-3%	-$45.2K	0.01%	939
2022 Q4	$1.54M	Buy	+8,625	New	+$1.52M	0.01%	938
2020 Q3	–	Sell	-1,653	Closed	-$192K	–	1496
2020 Q2	$192K	Buy	+1,653	New	+$179K	0.01%	1147
2020 Q1	–	Sell	-1,559	Closed	-$222K	–	1135
2019 Q4	$222K	Buy	+1,559	New	+$206K	0.01%	1110

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Cetera Advisor Networks's CDW Position: Q1 2024 in Review

Cetera Advisor Networks increased its CDW (CDW) stake by 12% in Q1 2024, buying an estimated $143K and bringing the position to 5,573 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1211.

Cetera Advisor Networks first reported a position in CDW in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.64M in Q1 2023. 901 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

Cetera Advisor Networks held 5,573 shares of CDW worth $1.43M as of Q1 2024.
Cetera Advisor Networks bought 603 CDW shares in Q1 2024, an estimated $143K.
CDW made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1211 holding.
Cetera Advisor Networks first reported a position in CDW in Q4 2019 and has held it in 8 quarters since.
Cetera Advisor Networks's CDW position peaked at $1.64M in Q1 2023.
901 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.