EW
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Evoke Wealth’s CDW CDW Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-23
Closed -$4K – 490
2022
Q3 		$4K Hold
23
– – ﹤0.01% 909
2022
Q2 		$4K Buy
23
+12
+109% +$2.02K ﹤0.01% 922
2022
Q1 		$2K Sell
11
-9,980
-100% -$1.83M ﹤0.01% 1028
2021
Q4 		$2.05M Sell
9,991
-8
-0.1% -$1.52K 0.06% 125
2021
Q3 		$1.82M Sell
9,999
-143
-1% -$27K 0.07% 125
2021
Q2 		$1.77M Buy
10,142
+300
+3% +$51.7K 0.07% 130
2021
Q1 		$1.63M Buy
+9,842
New +$1.47M 0.07% 121
2020
Q2 		– Sell
-3
Closed -$280 – 1083
2020
Q1 		$280 Sell
3
-7
-70% -$857 ﹤0.01% 1068
2019
Q4 		$1.43K Sell
10
-17
-63% -$2.25K ﹤0.01% 1123
2019
Q3 		$3.33K Buy
+27
New +$3.1K ﹤0.01% 1109

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Evoke Wealth's CDW Position: Q4 2022 in Review

Evoke Wealth sold out of CDW (CDW) in Q4 2022, closing a stake of 23 shares — an estimated $4K sold.

Evoke Wealth first reported a position in CDW in Q3 2019 and held it in 10 quarters. The position peaked at $2.05M in Q4 2021. 825 funds tracked by Wall St. Rank hold CDW as of Q4 2022.

  • Evoke Wealth reported no remaining CDW position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 23 CDW shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in CDW in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's CDW position peaked at $2.05M in Q4 2021.
  • 825 funds tracked by Wall St. Rank held CDW as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.