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Global Wealth Management Investment Advisory’s CDW CDW Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-45
Closed -$10.2K – 190
2023
Q4 		$10.2K Buy
+45
New +$9.54K ﹤0.01% 291
2019
Q2 		– Sell
-9
Closed -$1K – 697
2019
Q1 		$1K Sell
9
-104
-92% -$9.28K ﹤0.01% 599
2018
Q4 		$9K Buy
+113
New +$9.73K 0.01% 396

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's CDW Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of CDW (CDW) in Q1 2024, closing a stake of 45 shares — an estimated $10.2K sold.

Global Wealth Management Investment Advisory first reported a position in CDW in Q4 2018 and held it in 3 quarters. The position peaked at $10.2K in Q4 2023. 900 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining CDW position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 45 CDW shares in Q1 2024, an estimated $10.2K.
  • Global Wealth Management Investment Advisory first reported a position in CDW in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's CDW position peaked at $10.2K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.