Modera Wealth Management’s CDW CDW Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,522	Closed	-$312K	–	397
2021 Q4	$312K	Buy	+1,522	New	+$289K	0.01%	395

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Modera Wealth Management's CDW Position: Q1 2022 in Review

Modera Wealth Management sold out of CDW (CDW) in Q1 2022, closing a stake of 1,522 shares — an estimated $312K sold.

Modera Wealth Management first reported a position in CDW in Q4 2021 and held it in 1 quarter. The position peaked at $312K in Q4 2021. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

Modera Wealth Management reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,522 CDW shares in Q1 2022, an estimated $312K.
Modera Wealth Management first reported a position in CDW in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's CDW position peaked at $312K in Q4 2021.
777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.