DWS
CWK icon

Dynamic Wealth Strategies’s Cushman & Wakefield Ltd CWK Stock Holding History

Dynamic Wealth Strategies’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.58K Sell
700
-33
-5% -$473 0.01% 235
2025
Q4 		$11.9K Hold
733
– – 0.01% 202
2025
Q3 		$11.7K Sell
733
-1,013
-58% -$14.3K 0.01% 196
2025
Q2 		$19.3K Buy
1,746
+327
+23% +$3.21K 0.01% 164
2025
Q1 		$14.5K Buy
+1,419
New +$17.3K 0.01% 182
2024
Q4 		– Sell
-1,374
Closed -$19K – 107
2024
Q3 		$19K Buy
1,374
+656
+91% +$8.27K 0.02% 173
2024
Q2 		$7K Hold
718
– – 0.01% 207
2024
Q1 		$8K Sell
718
-208
-22% -$2.1K 0.01% 208
2023
Q4 		$10K Buy
+926
New +$7.71K 0.01% 200

Other funds holding CWK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return