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Crewe Advisors’s CDW CDW Stock Holding History

Crewe 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
2026
Q1 		– Sell
-9
Closed -$1.23K – 1055
2025
Q4 		$1.23K Buy
+9
New +$1.33K ﹤0.01% 959
2025
Q2 		– Sell
-20
Closed -$3.21K – 762
2025
Q1 		$3.21K Buy
+20
New +$3.63K ﹤0.01% 520
2023
Q1 		– Sell
-23
Closed -$4.11K – 850
2022
Q4 		$4.11K Sell
23
-30
-57% -$5.27K ﹤0.01% 710
2022
Q3 		$8K Buy
53
+30
+130% +$5.14K ﹤0.01% 712
2022
Q2 		$4K Buy
+23
New +$3.87K ﹤0.01% 799
2021
Q1 		– Sell
-36
Closed -$5K – 463
2020
Q4 		$5K Hold
36
– – ﹤0.01% 350
2020
Q3 		$4K Buy
+36
New +$4.12K ﹤0.01% 386

Other funds holding CDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return