CWM
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Chesapeake Wealth Management’s CDW CDW Stock Holding History

Chesapeake 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
2020
Q2 		– Sell
-2,553
Closed -$238K – 189
2020
Q1 		$238K Buy
+2,553
New +$313K 0.11% 162

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Select Equity Group
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Kayne Anderson Rudnick Investment Management
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AllianceBernstein
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AAMU
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chesapeake Wealth Management's CDW Position: Q2 2020 in Review

Chesapeake Wealth Management sold out of CDW (CDW) in Q2 2020, closing a stake of 2,553 shares — an estimated $238K sold.

Chesapeake Wealth Management first reported a position in CDW in Q1 2020 and held it in 1 quarter. The position peaked at $238K in Q1 2020. 667 funds tracked by Wall St. Rank hold CDW as of Q2 2020.

  • Chesapeake Wealth Management reported no remaining CDW position as of Q2 2020 after selling out during the quarter.
  • Chesapeake Wealth Management sold 2,553 CDW shares in Q2 2020, an estimated $238K.
  • Chesapeake Wealth Management first reported a position in CDW in Q1 2020 and held it in 1 quarter.
  • Chesapeake Wealth Management's CDW position peaked at $238K in Q1 2020.
  • 667 funds tracked by Wall St. Rank held CDW as of Q2 2020.

Based on Chesapeake Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.