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TD Ameritrade Investment Management’s CDW CDW Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-8
Closed -$1K – 76
2023
Q2 		$1K Hold
8
– – ﹤0.01% 496
2023
Q1 		$2K Hold
8
– – ﹤0.01% 470
2022
Q4 		$1K Sell
8
-7
-47% -$1.23K ﹤0.01% 535
2022
Q3 		$2K Sell
15
-3
-17% -$514 ﹤0.01% 494
2022
Q2 		$3K Hold
18
– – ﹤0.01% 501
2022
Q1 		$3K Sell
18
-336
-95% -$61.5K ﹤0.01% 574
2021
Q4 		$72K Sell
354
-67
-16% -$12.7K ﹤0.01% 318
2021
Q3 		$50K Sell
421
-30
-7% -$5.67K ﹤0.01% 328
2021
Q2 		$79K Sell
451
-30
-6% -$5.17K ﹤0.01% 301
2021
Q1 		$63K Hold
481
– – ﹤0.01% 312
2020
Q4 		$63K Buy
481
+60
+14% +$7.86K ﹤0.01% 312
2020
Q3 		$50K Buy
+421
New +$48.2K ﹤0.01% 328
2020
Q1 		– Sell
-56
Closed -$8K – 620
2019
Q4 		$8K Sell
56
-42
-43% -$5.56K ﹤0.01% 486
2019
Q3 		$12K Buy
98
+1
+1% +$115 ﹤0.01% 409
2019
Q2 		$11K Sell
97
-1
-1% -$105 ﹤0.01% 372
2019
Q1 		$9K Hold
98
– – ﹤0.01% 357
2018
Q4 		$8K Buy
98
+67
+216% +$5.77K ﹤0.01% 375
2018
Q3 		$3K Buy
+31
New +$2.68K ﹤0.01% 447

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

TD Ameritrade Investment Management's CDW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of CDW (CDW) in Q3 2023, closing a stake of 8 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in CDW in Q3 2018 and held it in 18 quarters. The position peaked at $79K in Q2 2021. 807 funds tracked by Wall St. Rank hold CDW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining CDW position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 8 CDW shares in Q3 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in CDW in Q3 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's CDW position peaked at $79K in Q2 2021.
  • 807 funds tracked by Wall St. Rank held CDW as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.