Peak Financial Advisors’s CDW CDW Stock Holding History

Peak Financial 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
2024 Q3	–	Sell	-12,748	Closed	-$2.85M	–	80
2024 Q2	$2.85M	Buy	+12,748	New	+$2.96M	1.64%	21

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Peak Financial Advisors's CDW Position: Q3 2024 in Review

Peak Financial Advisors sold out of CDW (CDW) in Q3 2024, closing a stake of 12,748 shares — an estimated $2.85M sold.

Peak Financial Advisors first reported a position in CDW in Q2 2024 and held it in 1 quarter. The position peaked at $2.85M in Q2 2024. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

Peak Financial Advisors reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
Peak Financial Advisors sold 12,748 CDW shares in Q3 2024, an estimated $2.85M.
Peak Financial Advisors first reported a position in CDW in Q2 2024 and held it in 1 quarter.
Peak Financial Advisors's CDW position peaked at $2.85M in Q2 2024.
893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.