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RWA Wealth Partners’s CDW CDW Stock Holding History

RWA Wealth Partners’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
2024
Q3 		– Sell
-897
Closed -$201K – 563
2024
Q2 		$201K Sell
897
-149
-14% -$34.6K ﹤0.01% 531
2024
Q1 		$268K Sell
1,046
-46
-4% -$10.9K ﹤0.01% 477
2023
Q4 		$248K Buy
+1,092
New +$231K ﹤0.01% 471

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

RWA Wealth Partners's CDW Position: Q3 2024 in Review

RWA Wealth Partners sold out of CDW (CDW) in Q3 2024, closing a stake of 897 shares — an estimated $201K sold.

RWA Wealth Partners first reported a position in CDW in Q4 2023 and held it in 3 quarters. The position peaked at $268K in Q1 2024. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • RWA Wealth Partners reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 897 CDW shares in Q3 2024, an estimated $201K.
  • RWA Wealth Partners first reported a position in CDW in Q4 2023 and held it in 3 quarters.
  • RWA Wealth Partners's CDW position peaked at $268K in Q1 2024.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.