CWP
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Concord Wealth Partners’s CDW CDW Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-25
Closed -$5.04K – 850
2023
Q3 		$5.04K Hold
25
– – ﹤0.01% 714
2023
Q2 		$4.59K Buy
25
+19
+317% +$3.32K ﹤0.01% 721
2023
Q1 		$1.17K Sell
6
-110
-95% -$21.6K ﹤0.01% 879
2022
Q4 		$20.7K Buy
+116
New +$20.4K 0.01% 522
2022
Q3 		– Sell
-116
Closed -$18K – 310
2022
Q2 		$18K Buy
116
+23
+25% +$3.87K ﹤0.01% 560
2022
Q1 		$17K Hold
93
– – ﹤0.01% 660
2021
Q4 		$19K Buy
93
+87
+1,450% +$16.5K ﹤0.01% 655
2021
Q3 		$1K Hold
6
– – ﹤0.01% 811
2021
Q2 		$1K Hold
6
– – ﹤0.01% 951
2021
Q1 		$1K Buy
+6
New +$896 ﹤0.01% 889

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Concord Wealth Partners's CDW Position: Q4 2023 in Review

Concord Wealth Partners sold out of CDW (CDW) in Q4 2023, closing a stake of 25 shares — an estimated $5.04K sold.

Concord Wealth Partners first reported a position in CDW in Q1 2021 and held it in 10 quarters. The position peaked at $20.7K in Q4 2022. 861 funds tracked by Wall St. Rank hold CDW as of Q4 2023.

  • Concord Wealth Partners reported no remaining CDW position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 25 CDW shares in Q4 2023, an estimated $5.04K.
  • Concord Wealth Partners first reported a position in CDW in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's CDW position peaked at $20.7K in Q4 2022.
  • 861 funds tracked by Wall St. Rank held CDW as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.