RDA Financial Network’s CDW CDW Stock Holding History

RDA Financial Network’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
2025 Q1	–	Sell	-2,256	Closed	-$393K	–	246
2024 Q4	$393K	Buy	2,256 +619	+38%	+$120K	0.11%	160
2024 Q3	$370K	Buy	1,637 +50	+3%	+$11.1K	0.11%	168
2024 Q2	$355K	Buy	1,587 +46	+3%	+$10.7K	0.12%	164
2024 Q1	$394K	Sell	1,541 -134	-8%	-$31.8K	0.14%	147
2023 Q4	$381K	Sell	1,675 -131	-7%	-$27.8K	0.14%	147
2023 Q3	$364K	Buy	1,806 +124	+7%	+$24.7K	0.16%	140
2023 Q2	$309K	Sell	1,682 -20	-1%	-$3.49K	0.13%	166
2023 Q1	$332K	Sell	1,702 -72	-4%	-$14.1K	0.15%	145
2022 Q4	$317K	Buy	1,774 +96	+6%	+$16.9K	0.16%	146
2022 Q3	$262K	Buy	1,678 +141	+9%	+$24.2K	0.14%	154
2022 Q2	$242K	Buy	+1,537	New	+$258K	0.12%	170

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

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

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

Select Equity Group

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

Geode Capital Management

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mawer Investment Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return