RMR Wealth Builders’s CDW CDW Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-229	Closed	-$38K	–	259
2021 Q1	$38K	Sell	229 -12	-5%	-$1.79K	0.01%	407
2020 Q4	$32K	Buy	+241	New	+$31.6K	0.02%	302
2020 Q3	–	Sell	-235	Closed	-$28K	–	265
2020 Q2	$28K	Buy	+235	New	+$25.5K	0.03%	277

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

RMR Wealth Builders's CDW Position: Q2 2021 in Review

RMR Wealth Builders sold out of CDW (CDW) in Q2 2021, closing a stake of 229 shares — an estimated $38K sold.

RMR Wealth Builders first reported a position in CDW in Q2 2020 and held it in 3 quarters. The position peaked at $38K in Q1 2021. 720 funds tracked by Wall St. Rank hold CDW as of Q2 2021.

RMR Wealth Builders reported no remaining CDW position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 229 CDW shares in Q2 2021, an estimated $38K.
RMR Wealth Builders first reported a position in CDW in Q2 2020 and held it in 3 quarters.
RMR Wealth Builders's CDW position peaked at $38K in Q1 2021.
720 funds tracked by Wall St. Rank held CDW as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.