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Mission Wealth Management’s CDW CDW Stock Holding History

Mission 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
-958
Closed -$217K – 675
2024
Q3 		$217K Buy
958
+12
+1% +$2.66K 0.01% 621
2024
Q2 		$212K Sell
946
-56
-6% -$13K 0.01% 601
2024
Q1 		$256K Buy
+1,002
New +$238K 0.01% 585
2023
Q2 		– Sell
-1,168
Closed -$228K – 551
2023
Q1 		$228K Buy
1,168
+37
+3% +$7.27K 0.01% 480
2022
Q4 		$202K Buy
+1,131
New +$199K 0.01% 490

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

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

Mission Wealth Management sold out of CDW (CDW) in Q4 2024, closing a stake of 958 shares — an estimated $217K sold.

Mission Wealth Management first reported a position in CDW in Q4 2022 and held it in 5 quarters. The position peaked at $256K in Q1 2024. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Mission Wealth Management reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 958 CDW shares in Q4 2024, an estimated $217K.
  • Mission Wealth Management first reported a position in CDW in Q4 2022 and held it in 5 quarters.
  • Mission Wealth Management's CDW position peaked at $256K in Q1 2024.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

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