FTWA
CDW icon

Fifth Third Wealth Advisors’s CDW CDW Stock Holding History

Fifth Third Wealth 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
2025
Q3 		– Sell
-1,183
Closed -$211K – 783
2025
Q2 		$211K Sell
1,183
-132
-10% -$22.4K 0.01% 689
2025
Q1 		$211K Buy
1,315
+84
+7% +$15.3K 0.01% 658
2024
Q4 		$214K Buy
1,231
+6
+0.5% +$1.17K 0.01% 670
2024
Q3 		$277K Buy
1,225
+18
+1% +$4K 0.02% 507
2024
Q2 		$270K Buy
+1,207
New +$280K 0.02% 453

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return