SOA Wealth Advisors’s CDW CDW Stock Holding History

SOA Wealth 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	$257	Hold	2	–	–	﹤0.01%	804
2025 Q4	$287	Hold	2	–	–	﹤0.01%	799
2025 Q3	$335	Hold	2	–	–	﹤0.01%	819
2025 Q2	$374	Hold	2	–	–	﹤0.01%	796
2025 Q1	$334	Hold	2	–	–	﹤0.01%	811
2024 Q4	$362	Sell	2 -1	-33%	-$194	﹤0.01%	794
2024 Q3	$703	Hold	3	–	–	﹤0.01%	730
2024 Q2	$693	Hold	3	–	–	﹤0.01%	747
2024 Q1	$790	Hold	3	–	–	﹤0.01%	782
2023 Q4	$700	Hold	3	–	–	﹤0.01%	780
2023 Q3	$620	Hold	3	–	–	﹤0.01%	809
2023 Q2	$562	Hold	3	–	–	﹤0.01%	821
2023 Q1	$595	Hold	3	–	–	﹤0.01%	831
2022 Q4	$544	Hold	3	–	–	﹤0.01%	838
2022 Q3	$0	Hold	3	–	–	﹤0.01%	841
2022 Q2	$0	Sell	3 -7	-70%	-$1.18K	﹤0.01%	833
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	840
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	765
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	826
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	808
2021 Q1	$1K	Sell	10 -17	-63%	-$2.54K	﹤0.01%	753
2020 Q4	$4K	Buy	+27	New	+$3.54K	﹤0.01%	624

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