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Financial Advocates Investment Management’s CDW CDW Stock Holding History

Financial Advocates Investment Management’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
2021
Q2 		– Sell
-1,273
Closed -$211K – 748
2021
Q1 		$211K Buy
+1,273
New +$190K 0.02% 703

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Wellington Management Group
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State Street
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AllianceBernstein
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Amundi
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's CDW Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of CDW (CDW) in Q2 2021, closing a stake of 1,273 shares — an estimated $211K sold.

Financial Advocates Investment Management first reported a position in CDW in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 721 funds tracked by Wall St. Rank hold CDW as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining CDW position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,273 CDW shares in Q2 2021, an estimated $211K.
  • Financial Advocates Investment Management first reported a position in CDW in Q1 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's CDW position peaked at $211K in Q1 2021.
  • 721 funds tracked by Wall St. Rank held CDW as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.