Sequoia Financial Advisors’s CDW CDW Stock Holding History

Sequoia 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
2026 Q1	$321K	Sell	2,654 -17,881	-87%	-$2.26M	﹤0.01%	1534
2025 Q4	$2.8M	Sell	20,535 -2,363	-10%	-$348K	0.02%	474
2025 Q3	$3.65M	Buy	22,898 +1,625	+8%	+$276K	0.02%	369
2025 Q2	$3.8M	Buy	21,273 +1,278	+6%	+$217K	0.03%	332
2025 Q1	$3.2M	Buy	19,995 +1,604	+9%	+$291K	0.02%	343
2024 Q4	$3.2M	Sell	18,391 -781	-4%	-$152K	0.03%	322
2024 Q3	$4.34M	Sell	19,172 -2,784	-13%	-$618K	0.05%	230
2024 Q2	$4.91M	Buy	21,956 +1,100	+5%	+$255K	0.06%	194
2024 Q1	$5.33M	Sell	20,856 -7,554	-27%	-$1.79M	0.07%	193
2023 Q4	$6.46M	Buy	28,410 +25,268	+804%	+$5.35M	0.08%	190
2023 Q3	$634K	Buy	3,142 +119	+4%	+$23.7K	0.01%	441
2023 Q2	$555K	Buy	3,023 +1,443	+91%	+$252K	0.01%	497
2023 Q1	$308K	Buy	1,580 +142	+10%	+$27.9K	0.01%	618
2022 Q4	$257K	Buy	+1,438	New	+$253K	0.01%	639

Other funds holding CDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return