Guidance Point Advisors’s CDW CDW Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-36	Closed	-$6K	–	138
2021 Q3	$6K	Buy	+36	New	+$6.8K	﹤0.01%	303

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Guidance Point Advisors's CDW Position: Q4 2021 in Review

Guidance Point Advisors sold out of CDW (CDW) in Q4 2021, closing a stake of 36 shares — an estimated $6K sold.

Guidance Point Advisors first reported a position in CDW in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

Guidance Point Advisors reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 36 CDW shares in Q4 2021, an estimated $6K.
Guidance Point Advisors first reported a position in CDW in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's CDW position peaked at $6K in Q3 2021.
805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.