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Meridian Wealth Partners’s CDW CDW Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-534
Closed -$88K – 299
2021
Q1 		$88K Buy
534
+2
+0.4% +$299 0.03% 121
2020
Q4 		$70K Hold
532
– – 0.03% 117
2020
Q3 		$64K Hold
532
– – 0.03% 112
2020
Q2 		$62K Hold
532
– – 0.03% 113
2020
Q1 		$50K Buy
+532
New +$65.2K 0.03% 120

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's CDW Position: Q2 2021 in Review

Meridian Wealth Partners sold out of CDW (CDW) in Q2 2021, closing a stake of 534 shares — an estimated $88K sold.

Meridian Wealth Partners first reported a position in CDW in Q1 2020 and held it in 5 quarters. The position peaked at $88K in Q1 2021. 720 funds tracked by Wall St. Rank hold CDW as of Q2 2021.

  • Meridian Wealth Partners reported no remaining CDW position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 534 CDW shares in Q2 2021, an estimated $88K.
  • Meridian Wealth Partners first reported a position in CDW in Q1 2020 and held it in 5 quarters.
  • Meridian Wealth Partners's CDW position peaked at $88K in Q1 2021.
  • 720 funds tracked by Wall St. Rank held CDW as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.