KWAG
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Kiely Wealth Advisory Group’s CDW CDW Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$12.8K Hold
67
– – 0.01% 185
2024
Q3 		$12.9K Hold
67
– – 0.01% 185
2024
Q2 		$14.2K Hold
67
– – 0.01% 165
2024
Q1 		$16.4K Hold
67
– – 0.01% 146
2023
Q4 		$15.4K Buy
+67
New +$14.2K 0.01% 150

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiely Wealth Advisory Group's CDW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its CDW (CDW) position steady in Q4 2024 at 67 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #185.

Kiely Wealth Advisory Group first reported a position in CDW in Q4 2023 and has held it in 5 quarters since. The position peaked at $16.4K in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Kiely Wealth Advisory Group held 67 shares of CDW worth $12.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its CDW share count unchanged in Q4 2024.
  • CDW made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #185 holding.
  • Kiely Wealth Advisory Group first reported a position in CDW in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's CDW position peaked at $16.4K in Q1 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.