SFC
CDW icon

Strategic Financial Concepts’s CDW CDW Stock Holding History

Strategic Financial Concepts’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
-29,524
Closed -$127 – 311
2024
Q2 		$127 Buy
+29,524
New +$6.85M ﹤0.01% 737

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

Strategic Financial Concepts's CDW Position: Q3 2024 in Review

Strategic Financial Concepts sold out of CDW (CDW) in Q3 2024, closing a stake of 29,524 shares — an estimated $127 sold.

Strategic Financial Concepts first reported a position in CDW in Q2 2024 and held it in 1 quarter. The position peaked at $127 in Q2 2024. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • Strategic Financial Concepts reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 29,524 CDW shares in Q3 2024, an estimated $127.
  • Strategic Financial Concepts first reported a position in CDW in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's CDW position peaked at $127 in Q2 2024.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.