RFA
CDW icon

Reilly Financial Advisors’s CDW CDW Stock Holding History

Reilly 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
2021
Q4 		$3K Buy
+14
New +$2.66K ﹤0.01% 917
2021
Q3 		– Sell
-20
Closed -$3K – 936
2021
Q2 		$3K Hold
20
– – ﹤0.01% 849
2021
Q1 		$3K Hold
20
– – ﹤0.01% 854
2020
Q4 		$3K Buy
+20
New +$2.62K ﹤0.01% 750

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reilly Financial Advisors's CDW Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in CDW (CDW) in Q4 2021: 14 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in CDW as recently as Q2 2021.

Reilly Financial Advisors first reported a position in CDW in Q4 2020 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Reilly Financial Advisors held 14 shares of CDW worth $3K as of Q4 2021.
  • CDW was a new Reilly Financial Advisors position in Q4 2021.
  • CDW made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #917 holding.
  • Reilly Financial Advisors first reported a position in CDW in Q4 2020 and has held it in 4 quarters since.
  • 806 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.