FFA
CDW icon

First Foundation Advisors’s CDW CDW Stock Holding History

First Foundation 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
2022
Q1 		– Sell
-1,824
Closed -$374K – 430
2021
Q4 		$374K Buy
1,824
+7
+0.4% +$1.33K 0.01% 314
2021
Q3 		$331K Sell
1,817
-58
-3% -$11K 0.01% 338
2021
Q2 		$327K Sell
1,875
-476
-20% -$82K 0.01% 348
2021
Q1 		$390K Sell
2,351
-74
-3% -$11K 0.02% 305
2020
Q4 		$320K Sell
2,425
-3
-0.1% -$393 0.01% 326
2020
Q3 		$290K Sell
2,428
-22
-0.9% -$2.52K 0.01% 300
2020
Q2 		$285K Buy
+2,450
New +$265K 0.01% 283

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
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Foundation Advisors's CDW Position: Q1 2022 in Review

First Foundation Advisors sold out of CDW (CDW) in Q1 2022, closing a stake of 1,824 shares — an estimated $374K sold.

First Foundation Advisors first reported a position in CDW in Q2 2020 and held it in 7 quarters. The position peaked at $390K in Q1 2021. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

  • First Foundation Advisors reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
  • First Foundation Advisors sold 1,824 CDW shares in Q1 2022, an estimated $374K.
  • First Foundation Advisors first reported a position in CDW in Q2 2020 and held it in 7 quarters.
  • First Foundation Advisors's CDW position peaked at $390K in Q1 2021.
  • 777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.