Sutton Wealth Advisors’s CDW CDW Stock Holding History

Sutton 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
2023 Q3	$7.46K	Buy	37 +10	+37%	+$1.99K	﹤0.01%	521
2023 Q2	$4.96K	Hold	27	–	–	﹤0.01%	570
2023 Q1	$5.26K	Hold	27	–	–	﹤0.01%	512
2022 Q4	$4.82K	Buy	27 +1	+4%	+$176	﹤0.01%	1105
2022 Q3	$4.06K	Sell	26 -10	-28%	-$1.71K	﹤0.01%	1104
2022 Q2	$5.67K	Buy	36 +10	+38%	+$1.68K	﹤0.01%	1048
2022 Q1	$4.65K	Sell	26 -1	-4%	-$183	﹤0.01%	1094
2021 Q4	$5.53K	Hold	27	–	–	﹤0.01%	1053
2021 Q3	$4.92K	Buy	27 +1	+4%	+$189	﹤0.01%	1057
2021 Q2	$4.54K	Sell	26 -12	-32%	-$2.07K	﹤0.01%	1061
2021 Q1	$6.3K	Buy	38 +2	+6%	+$299	﹤0.01%	973
2020 Q4	$4.74K	Buy	36 +6	+20%	+$786	﹤0.01%	990
2020 Q3	$3.59K	Hold	30	–	–	﹤0.01%	993
2020 Q2	$3.48K	Buy	+30	New	+$3.25K	﹤0.01%	986

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sutton Wealth Advisors's CDW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CDW (CDW) stake by 37% in Q3 2023, buying an estimated $1.99K and bringing the position to 37 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Sutton Wealth Advisors first reported a position in CDW in Q2 2020 and has held it in 14 quarters since. 808 funds tracked by Wall St. Rank hold CDW as of Q3 2023.

Sutton Wealth Advisors held 37 shares of CDW worth $7.46K as of Q3 2023.
Sutton Wealth Advisors bought 10 CDW shares in Q3 2023, an estimated $1.99K.
CDW made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #521 holding.
Sutton Wealth Advisors first reported a position in CDW in Q2 2020 and has held it in 14 quarters since.
808 funds tracked by Wall St. Rank held CDW as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.