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Patriot Financial Group Insurance Agency’s CDW CDW Stock Holding History

Patriot Financial Group Insurance Agency’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
-2
Closed – – 2063
2021
Q4 		$0 Sell
2
-1
-33% -$190 ﹤0.01% 2150
2021
Q3 		$1K Hold
3
– – ﹤0.01% 2034
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1962
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1979
2020
Q4 		$0 Sell
3
-6
-67% -$786 ﹤0.01% 1860
2020
Q3 		$1K Hold
9
– – ﹤0.01% 1528
2020
Q2 		$1K Buy
+9
New +$975 ﹤0.01% 1490
2018
Q2 		– Sell
-38
Closed -$3K – 630
2018
Q1 		$3K Hold
38
– – ﹤0.01% 810
2017
Q4 		$3K Sell
38
-169
-82% -$11.6K ﹤0.01% 800
2017
Q3 		$15K Hold
207
– – 0.01% 461
2017
Q2 		$13K Buy
+207
New +$12.4K 0.01% 472

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
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CDW Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of CDW (CDW) in Q1 2022, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in CDW in Q2 2017 and held it in 11 quarters. The position peaked at $15K in Q3 2017. 778 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 CDW shares in Q1 2022.
  • Patriot Financial Group Insurance Agency first reported a position in CDW in Q2 2017 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's CDW position peaked at $15K in Q3 2017.
  • 778 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.