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GoalVest Advisory’s CDW CDW Stock Holding History

GoalVest 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
2021
Q2 		$4K Buy
+21
New +$3.62K ﹤0.01% 217

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's CDW Position: Q2 2021 in Review

GoalVest Advisory opened a new position in CDW (CDW) in Q2 2021: 21 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

720 funds tracked by Wall St. Rank hold CDW as of Q2 2021.

  • GoalVest Advisory held 21 shares of CDW worth $4K as of Q2 2021.
  • CDW was a new GoalVest Advisory position in Q2 2021.
  • CDW made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2021, its #217 holding.
  • 720 funds tracked by Wall St. Rank held CDW as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.