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Next Financial Group’s CDW CDW Stock Holding History

Next Financial Group’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
Q4 		$81K Buy
397
+266
+203% +$50.6K 0.01% 1270
2021
Q3 		$24K Buy
131
+61
+87% +$11.5K ﹤0.01% 1725
2021
Q2 		$12K Hold
70
– – ﹤0.01% 1911
2021
Q1 		$12K Buy
70
+30
+75% +$4.48K ﹤0.01% 1822
2020
Q4 		$5K Hold
40
– – ﹤0.01% 1962
2020
Q3 		$5K Buy
+40
New +$4.58K ﹤0.01% 1822
2020
Q1 		– Sell
-48
Closed -$7K – 2149
2019
Q4 		$7K Buy
48
+30
+167% +$3.97K ﹤0.01% 1869
2019
Q3 		$2K Buy
+18
New +$2.06K ﹤0.01% 2094
2016
Q2 		– Sell
-213
Closed -$8K – 1746
2016
Q1 		$8K Buy
+213
New +$8.3K ﹤0.01% 1227

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's CDW Position: Q4 2021 in Review

Next Financial Group increased its CDW (CDW) stake by 203% in Q4 2021, buying an estimated $50.6K and bringing the position to 397 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #1270.

Next Financial Group first reported a position in CDW in Q1 2016 and has held it in 9 quarters since. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Next Financial Group held 397 shares of CDW worth $81K as of Q4 2021.
  • Next Financial Group bought 266 CDW shares in Q4 2021, an estimated $50.6K.
  • CDW made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1270 holding.
  • Next Financial Group first reported a position in CDW in Q1 2016 and has held it in 9 quarters since.
  • 805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.