Total Clarity Wealth Management’s CDW CDW Stock Holding History

Total Clarity Wealth 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	-1,349	Closed	-$248K	–	221
2023 Q2	$248K	Buy	+1,349	New	+$236K	0.12%	182
2022 Q3	–	Sell	-163	Closed	-$26K	–	326
2022 Q2	$26K	Buy	+163	New	+$27.4K	0.01%	512
2022 Q1	–	Sell	-148	Closed	-$30K	–	313
2021 Q4	$30K	Hold	148	–	–	0.01%	485
2021 Q3	$27K	Buy	+148	New	+$28K	0.01%	498
2021 Q2	–	Sell	-147	Closed	-$24K	–	270
2021 Q1	$24K	Buy	+147	New	+$21.9K	0.01%	438
2020 Q1	–	Sell	-145	Closed	-$21K	–	164
2019 Q4	$21K	Buy	+145	New	+$19.2K	0.02%	388

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

Total Clarity Wealth Management's CDW Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of CDW (CDW) in Q3 2023, closing a stake of 1,349 shares — an estimated $248K sold.

Total Clarity Wealth Management first reported a position in CDW in Q4 2019 and held it in 6 quarters. The position peaked at $248K in Q2 2023. 807 funds tracked by Wall St. Rank hold CDW as of Q3 2023.

Total Clarity Wealth Management reported no remaining CDW position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 1,349 CDW shares in Q3 2023, an estimated $248K.
Total Clarity Wealth Management first reported a position in CDW in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's CDW position peaked at $248K in Q2 2023.
807 funds tracked by Wall St. Rank held CDW as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.