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RGT Wealth Advisors’s CDW CDW Stock Holding History

RGT Wealth 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
Q1 		– Sell
-171
Closed -$35K – 145
2021
Q4 		$35K Buy
+171
New +$32.5K 0.01% 157
2018
Q4 		– Sell
-4,938
Closed -$439K – 20
2018
Q3 		$439K Buy
4,938
+68
+1% +$5.88K 1.48% 21
2018
Q2 		$393K Sell
4,870
-68
-1% -$5.26K 1.26% 18
2018
Q1 		$347K Buy
4,938
+845
+21% +$61.7K 0.17% 57
2017
Q4 		$284K Hold
4,093
– – 0.15% 70
2017
Q3 		$270K Hold
4,093
– – 0.18% 65
2017
Q2 		$256K Hold
4,093
– – 0.18% 64
2017
Q1 		$236K Buy
+4,093
New +$230K 0.16% 80

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RGT Wealth Advisors's CDW Position: Q1 2022 in Review

RGT Wealth Advisors sold out of CDW (CDW) in Q1 2022, closing a stake of 171 shares — an estimated $35K sold.

RGT Wealth Advisors first reported a position in CDW in Q1 2017 and held it in 8 quarters. The position peaked at $439K in Q3 2018. 777 funds tracked by Wall St. Rank hold CDW as of Q1 2022.

  • RGT Wealth Advisors reported no remaining CDW position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 171 CDW shares in Q1 2022, an estimated $35K.
  • RGT Wealth Advisors first reported a position in CDW in Q1 2017 and held it in 8 quarters.
  • RGT Wealth Advisors's CDW position peaked at $439K in Q3 2018.
  • 777 funds tracked by Wall St. Rank held CDW as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.