LWM
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Liberty Wealth Management’s CDW CDW Stock Holding History

Liberty Wealth Management’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
-1,162
Closed -$216K – 308
2021
Q3 		$216K Buy
1,162
+654
+129% +$124K 0.08% 154
2021
Q2 		$89K Buy
508
+14
+3% +$2.41K 0.03% 223
2021
Q1 		$68K Hold
494
– – 0.03% 229
2020
Q4 		$68K Buy
494
+36
+8% +$4.71K 0.03% 227
2020
Q3 		$55K Sell
458
-34
-7% -$3.89K 0.03% 214
2020
Q2 		$57K Buy
492
+10
+2% +$1.08K 0.04% 204
2020
Q1 		$46K Sell
482
-21
-4% -$2.57K 0.04% 217
2019
Q4 		$72K Buy
503
+1
+0.2% +$132 0.06% 196
2019
Q3 		$62K Buy
502
+1
+0.2% +$115 0.06% 199
2019
Q2 		$56K Buy
+501
New +$52.6K 0.05% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's CDW Position: Q4 2021 in Review

Liberty Wealth Management sold out of CDW (CDW) in Q4 2021, closing a stake of 1,162 shares — an estimated $216K sold.

Liberty Wealth Management first reported a position in CDW in Q2 2019 and held it in 10 quarters. The position peaked at $216K in Q3 2021. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Liberty Wealth Management reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,162 CDW shares in Q4 2021, an estimated $216K.
  • Liberty Wealth Management first reported a position in CDW in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's CDW position peaked at $216K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.