SSWG
CDW icon

Seven Springs Wealth Group’s CDW CDW Stock Holding History

Seven Springs Wealth Group’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 		– Sell
-1,444
Closed -$263K – 67
2021
Q3 		$263K Hold
1,444
– – 0.13% 66
2021
Q2 		$252K Buy
+1,444
New +$249K 0.11% 69
2021
Q1 		– Sell
-36
Closed -$5K – 154
2020
Q4 		$5K Buy
+36
New +$4.71K ﹤0.01% 134

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

Seven Springs Wealth Group's CDW Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of CDW (CDW) in Q4 2021, closing a stake of 1,444 shares — an estimated $263K sold.

Seven Springs Wealth Group first reported a position in CDW in Q4 2020 and held it in 3 quarters. The position peaked at $263K in Q3 2021. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

  • Seven Springs Wealth Group reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,444 CDW shares in Q4 2021, an estimated $263K.
  • Seven Springs Wealth Group first reported a position in CDW in Q4 2020 and held it in 3 quarters.
  • Seven Springs Wealth Group's CDW position peaked at $263K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.