DFPG Investments’s CDW CDW Stock Holding History

DFPG Investments’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	$359K	Buy	1,653 +261	+19%	+$55.3K	0.03%	480
2023 Q3	$290K	Buy	+1,392	New	+$277K	0.03%	479

Other funds holding CDW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DFPG Investments's CDW Position: Q4 2023 in Review

DFPG Investments increased its CDW (CDW) stake by 19% in Q4 2023, buying an estimated $55.3K and bringing the position to 1,653 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #480.

DFPG Investments first reported a position in CDW in Q3 2023 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold CDW as of Q4 2023.

DFPG Investments held 1,653 shares of CDW worth $359K as of Q4 2023.
DFPG Investments bought 261 CDW shares in Q4 2023, an estimated $55.3K.
CDW made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #480 holding.
DFPG Investments first reported a position in CDW in Q3 2023 and has held it in 2 quarters since.
861 funds tracked by Wall St. Rank held CDW as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.