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Milestone Investment Advisors’s CDW CDW Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-267
Closed -$53.9K – 180
2023
Q3 		$53.9K Buy
+267
New +$53.2K 0.02% 193
2023
Q2 		– Sell
-267
Closed -$52K – 175
2023
Q1 		$52K Buy
+267
New +$52.4K 0.02% 201

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Milestone Investment Advisors's CDW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of CDW (CDW) in Q4 2023, closing a stake of 267 shares — an estimated $53.9K sold.

Milestone Investment Advisors first reported a position in CDW in Q1 2023 and held it in 2 quarters. The position peaked at $53.9K in Q3 2023. 861 funds tracked by Wall St. Rank hold CDW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining CDW position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 267 CDW shares in Q4 2023, an estimated $53.9K.
  • Milestone Investment Advisors first reported a position in CDW in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's CDW position peaked at $53.9K in Q3 2023.
  • 861 funds tracked by Wall St. Rank held CDW as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.