PCS
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Personal CFO Solutions’s CDW CDW Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-1,124
Closed -$227K – 518
2023
Q3 		$227K Sell
1,124
-741
-40% -$148K 0.04% 398
2023
Q2 		$342K Buy
1,865
+741
+66% +$129K 0.07% 301
2023
Q1 		$219K Sell
1,124
-1,014
-47% -$199K 0.05% 421
2022
Q4 		$382K Sell
2,138
-13
-0.6% -$2.29K 0.08% 236
2022
Q3 		$336K Buy
2,151
+25
+1% +$4.29K 0.08% 229
2022
Q2 		$335K Buy
2,126
+918
+76% +$154K 0.08% 238
2022
Q1 		$216K Sell
1,208
-199
-14% -$36.4K 0.04% 426
2021
Q4 		$288K Sell
1,407
-4
-0.3% -$760 0.05% 334
2021
Q3 		$257K Buy
1,411
+103
+8% +$19.5K 0.05% 345
2021
Q2 		$228K Buy
+1,308
New +$225K 0.05% 375

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Personal CFO Solutions's CDW Position: Q4 2023 in Review

Personal CFO Solutions sold out of CDW (CDW) in Q4 2023, closing a stake of 1,124 shares — an estimated $227K sold.

Personal CFO Solutions first reported a position in CDW in Q2 2021 and held it in 10 quarters. The position peaked at $382K in Q4 2022. 861 funds tracked by Wall St. Rank hold CDW as of Q4 2023.

  • Personal CFO Solutions reported no remaining CDW position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 1,124 CDW shares in Q4 2023, an estimated $227K.
  • Personal CFO Solutions first reported a position in CDW in Q2 2021 and held it in 10 quarters.
  • Personal CFO Solutions's CDW position peaked at $382K in Q4 2022.
  • 861 funds tracked by Wall St. Rank held CDW as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.