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FourThought Financial’s CDW CDW Stock Holding History

FourThought Financial’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
Q3 		$107K Buy
683
+88
+15% +$15.1K 0.02% 420
2022
Q2 		$94K Sell
595
-16
-3% -$2.69K 0.01% 454
2022
Q1 		$106K Sell
611
-159
-21% -$29.1K 0.01% 465
2021
Q4 		$158K Sell
770
-48
-6% -$9.13K 0.02% 378
2021
Q3 		$148K Sell
818
-91
-10% -$17.2K 0.02% 395
2021
Q2 		$158K Sell
909
-40
-4% -$6.89K 0.02% 388
2021
Q1 		$157K Buy
949
+5
+0.5% +$747 0.02% 393
2020
Q4 		$124K Buy
+944
New +$124K 0.02% 436

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FourThought Financial's CDW Position: Q3 2022 in Review

FourThought Financial increased its CDW (CDW) stake by 15% in Q3 2022, buying an estimated $15.1K and bringing the position to 683 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #420.

FourThought Financial first reported a position in CDW in Q4 2020 and has held it in 8 quarters since. The position peaked at $158K in Q4 2021. 779 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

  • FourThought Financial held 683 shares of CDW worth $107K as of Q3 2022.
  • FourThought Financial bought 88 CDW shares in Q3 2022, an estimated $15.1K.
  • CDW made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #420 holding.
  • FourThought Financial first reported a position in CDW in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's CDW position peaked at $158K in Q4 2021.
  • 779 funds tracked by Wall St. Rank held CDW as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.