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Meridian Wealth Management’s CDW CDW Stock Holding History

Meridian 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
2024
Q4 		– Sell
-1,353
Closed -$306K – 632
2024
Q3 		$306K Sell
1,353
-851
-39% -$189K 0.02% 513
2024
Q2 		$493K Buy
+2,204
New +$511K 0.06% 174
2024
Q1 		– Sell
-2,171
Closed -$493K – 236
2023
Q4 		$493K Buy
2,171
+365
+20% +$77.4K 0.03% 386
2023
Q3 		$364K Buy
1,806
+63
+4% +$12.6K 0.02% 426
2023
Q2 		$320K Buy
+1,743
New +$304K 0.03% 419
2019
Q3 		– Sell
-206
Closed -$228 – 233
2019
Q2 		$228 Buy
+206
New +$21.6K 0.01% 518

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

Meridian Wealth Management's CDW Position: Q4 2024 in Review

Meridian Wealth Management sold out of CDW (CDW) in Q4 2024, closing a stake of 1,353 shares — an estimated $306K sold.

Meridian Wealth Management first reported a position in CDW in Q2 2019 and held it in 6 quarters. The position peaked at $493K in Q4 2023. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Meridian Wealth Management reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 1,353 CDW shares in Q4 2024, an estimated $306K.
  • Meridian Wealth Management first reported a position in CDW in Q2 2019 and held it in 6 quarters.
  • Meridian Wealth Management's CDW position peaked at $493K in Q4 2023.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.