FANJ
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Financial Architects (New Jersey)’s CDW CDW Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-510
Closed -$59K – 348
2020
Q2 		$59K Hold
510
– – 0.01% 397
2020
Q1 		$48K Hold
510
– – 0.01% 390
2019
Q4 		$73K Hold
510
– – 0.02% 372
2019
Q3 		$63K Hold
510
– – 0.01% 396
2019
Q2 		$57K Sell
510
-445
-47% -$46.7K 0.01% 485
2019
Q1 		$92K Sell
955
-4
-0.4% -$357 0.02% 473
2018
Q4 		$77K Hold
959
– – 0.01% 459
2018
Q3 		$85K Sell
959
-92
-9% -$7.96K 0.01% 508
2018
Q2 		$85K Sell
1,051
-157
-13% -$12.2K 0.02% 435
2018
Q1 		$85K Sell
1,208
-39
-3% -$2.85K 0.02% 486
2017
Q4 		$86K Hold
1,247
– – 0.01% 525
2017
Q3 		$83K Sell
1,247
-14
-1% -$876 0.01% 536
2017
Q2 		$79K Buy
1,261
+91
+8% +$5.44K 0.01% 541
2017
Q1 		$67K Sell
1,170
-28
-2% -$1.58K 0.01% 575
2016
Q4 		$63K Buy
1,198
+559
+87% +$27.3K 0.01% 508
2016
Q3 		$29K Buy
639
+300
+88% +$13.2K 0.01% 735
2016
Q2 		$13K Buy
339
+308
+994% +$12.8K ﹤0.01% 900
2016
Q1 		$1K Buy
+31
New +$1.21K ﹤0.01% 1124

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Financial Architects (New Jersey)'s CDW Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of CDW (CDW) in Q3 2020, closing a stake of 510 shares — an estimated $59K sold.

Financial Architects (New Jersey) first reported a position in CDW in Q1 2016 and held it in 18 quarters. The position peaked at $92K in Q1 2019. 633 funds tracked by Wall St. Rank hold CDW as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining CDW position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 510 CDW shares in Q3 2020, an estimated $59K.
  • Financial Architects (New Jersey) first reported a position in CDW in Q1 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s CDW position peaked at $92K in Q1 2019.
  • 633 funds tracked by Wall St. Rank held CDW as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.