JNBA Financial Advisors’s CDW CDW Stock Holding History

JNBA Financial 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 Q1	–	Sell	-98	Closed	-$20K	–	727
2021 Q4	$20K	Buy	+98	New	+$18.6K	﹤0.01%	415
2016 Q4	–	Sell	-580	Closed	-$27K	–	629
2016 Q3	$27K	Buy	+580	New	+$25.4K	﹤0.01%	710

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

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

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

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

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

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

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

JNBA Financial Advisors's CDW Position: Q1 2022 in Review

JNBA Financial Advisors sold out of CDW (CDW) in Q1 2022, closing a stake of 98 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in CDW in Q3 2016 and held it in 2 quarters. The position peaked at $27K in Q3 2016. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

JNBA Financial Advisors reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 98 CDW shares in Q1 2022, an estimated $20K.
JNBA Financial Advisors first reported a position in CDW in Q3 2016 and held it in 2 quarters.
JNBA Financial Advisors's CDW position peaked at $27K in Q3 2016.
777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.