TCI Wealth Advisors’s CDW CDW Stock Holding History

TCI 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 Q2	–	Sell	-477	Closed	-$93K	–	549
2023 Q1	$93K	Hold	477	–	–	0.01%	293
2022 Q4	$85.2K	Sell	477 -6	-1%	-$1.05K	0.01%	296
2022 Q3	$75K	Sell	483 -112	-19%	-$19.2K	0.01%	289
2022 Q2	$94K	Sell	595 -15	-2%	-$2.52K	0.01%	258
2022 Q1	$109K	Sell	610 -13	-2%	-$2.38K	0.02%	248
2021 Q4	$128K	Sell	623 -602	-49%	-$114K	0.02%	229
2021 Q3	$223K	Sell	1,225 -880	-42%	-$166K	0.03%	173
2021 Q2	$368K	Buy	2,105 +1,980	+1,584%	+$341K	0.06%	137
2021 Q1	$21K	Buy	125 +37	+42%	+$5.52K	0.01%	555
2020 Q4	$12K	Hold	88	–	–	0.01%	595
2020 Q3	$11K	Buy	+88	New	+$10.1K	﹤0.01%	558
2019 Q4	–	Sell	-13	Closed	-$2K	–	1544
2019 Q3	$2K	Buy	+13	New	+$1.49K	﹤0.01%	1046

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's CDW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CDW (CDW) in Q2 2023, closing a stake of 477 shares — an estimated $93K sold.

TCI Wealth Advisors first reported a position in CDW in Q3 2019 and held it in 12 quarters. The position peaked at $368K in Q2 2021. 791 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

TCI Wealth Advisors reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 477 CDW shares in Q2 2023, an estimated $93K.
TCI Wealth Advisors first reported a position in CDW in Q3 2019 and held it in 12 quarters.
TCI Wealth Advisors's CDW position peaked at $368K in Q2 2021.
791 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.