TWM
CDW icon

Tradition Wealth Management’s CDW CDW Stock Holding History

Tradition 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
2024
Q1 		– Sell
-584
Closed -$133K – 506
2023
Q4 		$133K Buy
584
+2
+0.3% +$424 0.01% 393
2023
Q3 		$117K Buy
582
+2
+0.3% +$399 0.01% 400
2023
Q2 		$107K Buy
580
+2
+0.3% +$349 0.01% 435
2023
Q1 		$113K Buy
578
+40
+7% +$7.86K 0.01% 412
2022
Q4 		$96K Buy
538
+2
+0.4% +$352 0.01% 386
2022
Q3 		$84K Buy
+536
New +$91.9K 0.01% 392

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

Tradition Wealth Management's CDW Position: Q1 2024 in Review

Tradition Wealth Management sold out of CDW (CDW) in Q1 2024, closing a stake of 584 shares — an estimated $133K sold.

Tradition Wealth Management first reported a position in CDW in Q3 2022 and held it in 6 quarters. The position peaked at $133K in Q4 2023. 900 funds tracked by Wall St. Rank hold CDW as of Q1 2024.

  • Tradition Wealth Management reported no remaining CDW position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 584 CDW shares in Q1 2024, an estimated $133K.
  • Tradition Wealth Management first reported a position in CDW in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's CDW position peaked at $133K in Q4 2023.
  • 900 funds tracked by Wall St. Rank held CDW as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.