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Kore Private Wealth’s CDW CDW Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-102
Closed -$11K – 406
2020
Q2 		$11K Buy
+102
New +$11.1K ﹤0.01% 763
2020
Q1 		– Sell
-1,290
Closed -$184K – 1084
2019
Q4 		$184K Buy
+1,290
New +$171K 0.03% 258
2019
Q2 		– Sell
-17
Closed -$2K – 321
2019
Q1 		$2K Sell
17
-67
-80% -$5.98K ﹤0.01% 846
2018
Q4 		$7K Buy
+84
New +$7.23K ﹤0.01% 617

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kore Private Wealth's CDW Position: Q3 2020 in Review

Kore Private Wealth sold out of CDW (CDW) in Q3 2020, closing a stake of 102 shares — an estimated $11K sold.

Kore Private Wealth first reported a position in CDW in Q4 2018 and held it in 4 quarters. The position peaked at $184K in Q4 2019. 633 funds tracked by Wall St. Rank hold CDW as of Q3 2020.

  • Kore Private Wealth reported no remaining CDW position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 102 CDW shares in Q3 2020, an estimated $11K.
  • Kore Private Wealth first reported a position in CDW in Q4 2018 and held it in 4 quarters.
  • Kore Private Wealth's CDW position peaked at $184K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held CDW as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.