TWP
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TFO Wealth Partners’s CDW CDW Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$256 – 183
2024
Q1 		$256 Sell
1
-1
-50% -$238 ﹤0.01% 433
2023
Q4 		$455 Hold
2
– – ﹤0.01% 355
2023
Q3 		$367 Buy
2
+1
+100% +$199 ﹤0.01% 563
2023
Q2 		$184 Hold
1
– – ﹤0.01% 528
2023
Q1 		$195 Sell
1
-2
-67% -$393 ﹤0.01% 483
2022
Q4 		$376 Buy
+3
New +$527 ﹤0.01% 523
2022
Q3 		– Sell
-35
Closed -$6K – 191
2022
Q2 		$6K Buy
+35
New +$5.88K ﹤0.01% 185

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's CDW Position: Q2 2024 in Review

TFO Wealth Partners sold out of CDW (CDW) in Q2 2024, closing a stake of 1 share — an estimated $256 sold.

TFO Wealth Partners first reported a position in CDW in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 899 funds tracked by Wall St. Rank hold CDW as of Q2 2024.

  • TFO Wealth Partners reported no remaining CDW position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 CDW share in Q2 2024, an estimated $256.
  • TFO Wealth Partners first reported a position in CDW in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's CDW position peaked at $6K in Q2 2022.
  • 899 funds tracked by Wall St. Rank held CDW as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.