FGAM
CDW icon

Financial Gravity Asset Management’s CDW CDW Stock Holding History

Financial Gravity Asset 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
2025
Q4 		– Sell
-23
Closed -$3.69K – 795
2025
Q3 		$3.69K Buy
+23
New +$3.91K ﹤0.01% 718
2025
Q1 		$6.09K Buy
+38
New +$6.91K ﹤0.01% 693
2024
Q2 		– Sell
-5
Closed -$1.17K – 1616
2024
Q1 		$1.17K Buy
+5
New +$1.19K ﹤0.01% 1213
2023
Q3 		– Sell
-184
Closed -$1.37K – 1325
2023
Q2 		$1.37K Buy
+184
New +$32.1K ﹤0.01% 732
2023
Q1 		– Sell
-179
Closed -$1.22K – 1218
2022
Q4 		$1.22K Buy
+179
New +$31.5K 0.01% 629
2021
Q3 		– Sell
-40
Closed -$7K – 960
2021
Q2 		$7K Hold
40
– – ﹤0.01% 941
2021
Q1 		$7 Sell
40
-47
-54% -$7.02K ﹤0.01% 739
2020
Q4 		$11K Buy
+87
New +$11.4K 0.01% 170
2020
Q2 		– Sell
-428
Closed -$36 – 151
2020
Q1 		$36 Buy
+428
New +$52.4K ﹤0.01% 984
2019
Q3 		– Sell
-8
Closed -$1K – 1227
2019
Q2 		$1K Buy
+8
New +$839 ﹤0.01% 1011

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return