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Intercontinental Wealth Advisors’s CDW CDW Stock Holding History

Intercontinental Wealth 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
2022
Q2 		– Sell
-3,660
Closed -$655K – 275
2022
Q1 		$655K Buy
3,660
+23
+0.6% +$4.21K 0.15% 141
2021
Q4 		$745K Buy
3,637
+1,579
+77% +$300K 0.16% 123
2021
Q3 		$375K Sell
2,058
-289
-12% -$54.6K 0.09% 202
2021
Q2 		$410K Buy
2,347
+370
+19% +$63.7K 0.08% 198
2021
Q1 		$328K Buy
1,977
+285
+17% +$42.6K 0.07% 199
2020
Q4 		$223K Buy
+1,692
New +$222K 0.05% 233

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Intercontinental Wealth Advisors's CDW Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of CDW (CDW) in Q2 2022, closing a stake of 3,660 shares — an estimated $655K sold.

Intercontinental Wealth Advisors first reported a position in CDW in Q4 2020 and held it in 6 quarters. The position peaked at $745K in Q4 2021. 775 funds tracked by Wall St. Rank hold CDW as of Q2 2022.

  • Intercontinental Wealth Advisors reported no remaining CDW position as of Q2 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,660 CDW shares in Q2 2022, an estimated $655K.
  • Intercontinental Wealth Advisors first reported a position in CDW in Q4 2020 and held it in 6 quarters.
  • Intercontinental Wealth Advisors's CDW position peaked at $745K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held CDW as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.