CM Wealth Advisors’s CDW CDW Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-6,315	Closed	-$1.04M	–	206
2023 Q1	$1.04M	Buy	+6,315	New	+$1.24M	0.2%	153

Other funds holding CDW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CM Wealth Advisors's CDW Position: Q2 2023 in Review

CM Wealth Advisors sold out of CDW (CDW) in Q2 2023, closing a stake of 6,315 shares — an estimated $1.04M sold.

CM Wealth Advisors first reported a position in CDW in Q1 2023 and held it in 1 quarter. The position peaked at $1.04M in Q1 2023. 791 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

CM Wealth Advisors reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,315 CDW shares in Q2 2023, an estimated $1.04M.
CM Wealth Advisors first reported a position in CDW in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's CDW position peaked at $1.04M in Q1 2023.
791 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.