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Personal Capital Advisors’s CDW CDW Stock Holding History

Personal Capital 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
2022
Q4 		– Sell
-1,312
Closed -$205K – 491
2022
Q3 		$205K Sell
1,312
-116
-8% -$19.9K ﹤0.01% 432
2022
Q2 		$225K Hold
1,428
– – ﹤0.01% 411
2022
Q1 		$255K Sell
1,428
-530
-27% -$97K ﹤0.01% 422
2021
Q4 		$401K Buy
1,958
+49
+3% +$9.32K ﹤0.01% 374
2021
Q3 		$347K Sell
1,909
-7
-0.4% -$1.32K ﹤0.01% 373
2021
Q2 		$335K Buy
1,916
+119
+7% +$20.5K ﹤0.01% 379
2021
Q1 		$298K Sell
1,797
-5
-0.3% -$747 ﹤0.01% 385
2020
Q4 		$237K Sell
1,802
-30
-2% -$3.93K ﹤0.01% 421
2020
Q3 		$219K Buy
1,832
+1
+0.1% +$114 ﹤0.01% 385
2020
Q2 		$213K Buy
+1,831
New +$198K ﹤0.01% 339
2020
Q1 		– Sell
-1,806
Closed -$258K – 349
2019
Q4 		$258K Sell
1,806
-20
-1% -$2.65K ﹤0.01% 352
2019
Q3 		$225K Buy
+1,826
New +$209K ﹤0.01% 333

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Personal Capital Advisors's CDW Position: Q4 2022 in Review

Personal Capital Advisors sold out of CDW (CDW) in Q4 2022, closing a stake of 1,312 shares — an estimated $205K sold.

Personal Capital Advisors first reported a position in CDW in Q3 2019 and held it in 12 quarters. The position peaked at $401K in Q4 2021. 824 funds tracked by Wall St. Rank hold CDW as of Q4 2022.

  • Personal Capital Advisors reported no remaining CDW position as of Q4 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,312 CDW shares in Q4 2022, an estimated $205K.
  • Personal Capital Advisors first reported a position in CDW in Q3 2019 and held it in 12 quarters.
  • Personal Capital Advisors's CDW position peaked at $401K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held CDW as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.