Gradient Investments’s CDW CDW Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-8	Closed	-$1.47K	–	1824
2023 Q2	$1.47K	Buy	+8	New	+$1.4K	﹤0.01%	1244
2023 Q1	–	Sell	-4	Closed	-$714	–	1528
2022 Q4	$714	Buy	+4	New	+$703	﹤0.01%	1254
2022 Q3	–	Sell	-36	Closed	-$6K	–	1360
2022 Q2	$6K	Buy	+36	New	+$6.05K	﹤0.01%	863
2021 Q1	–	Sell	-15	Closed	-$2K	–	1163
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	937
2020 Q3	$2K	Buy	+15	New	+$1.72K	﹤0.01%	942

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gradient Investments's CDW Position: Q3 2023 in Review

Gradient Investments sold out of CDW (CDW) in Q3 2023, closing a stake of 8 shares — an estimated $1.47K sold.

Gradient Investments first reported a position in CDW in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q2 2022. 807 funds tracked by Wall St. Rank hold CDW as of Q3 2023.

Gradient Investments reported no remaining CDW position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 8 CDW shares in Q3 2023, an estimated $1.47K.
Gradient Investments first reported a position in CDW in Q3 2020 and held it in 5 quarters.
Gradient Investments's CDW position peaked at $6K in Q2 2022.
807 funds tracked by Wall St. Rank held CDW as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.