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Signature Estate & Investment Advisors’s CDW CDW Stock Holding History

Signature Estate & Investment 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
2024
Q4 		– Sell
-8,391
Closed -$1.9M – 543
2024
Q3 		$1.9M Sell
8,391
-4,639
-36% -$1.03M 0.04% 138
2024
Q2 		$2.92M Sell
13,030
-239
-2% -$55.4K 0.07% 104
2024
Q1 		$3.39M Sell
13,269
-120
-0.9% -$28.5K 0.1% 62
2023
Q4 		$3.04M Sell
13,389
-22
-0.2% -$4.66K 0.09% 65
2023
Q3 		$2.71M Sell
13,411
-203
-1% -$40.5K 0.09% 62
2023
Q2 		$2.5M Buy
13,614
+1,579
+13% +$276K 0.08% 69
2023
Q1 		$2.35M Sell
12,035
-1,900
-14% -$373K 0.08% 70
2022
Q4 		$2.49M Buy
13,935
+56
+0.4% +$9.84K 0.09% 71
2022
Q3 		$2.17M Buy
13,879
+93
+0.7% +$15.9K 0.1% 64
2022
Q2 		$2.17M Buy
13,786
+346
+3% +$58.2K 0.11% 63
2022
Q1 		$2.4M Buy
13,440
+721
+6% +$132K 0.11% 62
2021
Q4 		$2.6M Buy
12,719
+836
+7% +$159K 0.12% 58
2021
Q3 		$2.16M Buy
11,883
+214
+2% +$40.4K 0.11% 63
2021
Q2 		$2.04M Sell
11,669
-635
-5% -$109K 0.09% 63
2021
Q1 		$2.04M Buy
12,304
+43
+0.4% +$6.42K 0.1% 65
2020
Q4 		$1.62M Buy
12,261
+170
+1% +$22.3K 0.09% 75
2020
Q3 		$1.45M Buy
12,091
+828
+7% +$94.7K 0.09% 70
2020
Q2 		$1.31M Sell
11,263
-303
-3% -$32.8K 0.09% 71
2020
Q1 		$1.08M Buy
11,566
+274
+2% +$33.6K 0.09% 80
2019
Q4 		$1.61M Sell
11,292
-1,273
-10% -$168K 0.1% 76
2019
Q3 		$1.55M Buy
12,565
+183
+1% +$21K 0.1% 73
2019
Q2 		$1.37M Sell
12,382
-1,027
-8% -$108K 0.09% 82
2019
Q1 		$1.29M Sell
13,409
-1,111
-8% -$99.1K 0.09% 88
2018
Q4 		$1.18M Buy
14,520
+1,042
+8% +$89.7K 0.1% 83
2018
Q3 		$1.2M Buy
13,478
+692
+5% +$59.8K 0.11% 76
2018
Q2 		$1.03M Buy
12,786
+2,631
+26% +$204K 0.1% 86
2018
Q1 		$714K Buy
+10,155
New +$741K 0.07% 100

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Signature Estate & Investment Advisors's CDW Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of CDW (CDW) in Q4 2024, closing a stake of 8,391 shares — an estimated $1.9M sold.

Signature Estate & Investment Advisors first reported a position in CDW in Q1 2018 and held it in 27 quarters. The position peaked at $3.39M in Q1 2024. 853 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,391 CDW shares in Q4 2024, an estimated $1.9M.
  • Signature Estate & Investment Advisors first reported a position in CDW in Q1 2018 and held it in 27 quarters.
  • Signature Estate & Investment Advisors's CDW position peaked at $3.39M in Q1 2024.
  • 853 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.