Cyndeo Wealth Partners’s CDW CDW Stock Holding History

Cyndeo 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 Q2	–	Sell	-1,161	Closed	-$226K	–	327
2023 Q1	$226K	Sell	1,161 -100	-8%	-$19.6K	0.02%	291
2022 Q4	$225K	Buy	+1,261	New	+$222K	0.03%	285

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

Cyndeo Wealth Partners's CDW Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of CDW (CDW) in Q2 2023, closing a stake of 1,161 shares — an estimated $226K sold.

Cyndeo Wealth Partners first reported a position in CDW in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 791 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

Cyndeo Wealth Partners reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 1,161 CDW shares in Q2 2023, an estimated $226K.
Cyndeo Wealth Partners first reported a position in CDW in Q4 2022 and held it in 2 quarters.
Cyndeo Wealth Partners's CDW position peaked at $226K in Q1 2023.
791 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.