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Triad Wealth Partners’s CDW CDW Stock Holding History

Triad 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
Q3 		– Sell
-30
Closed -$6.71K – 192
2024
Q2 		$6.71K Buy
+30
New +$6.96K ﹤0.01% 509

Other funds holding CDW

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Triad Wealth Partners's CDW Position: Q3 2024 in Review

Triad Wealth Partners sold out of CDW (CDW) in Q3 2024, closing a stake of 30 shares — an estimated $6.71K sold.

Triad Wealth Partners first reported a position in CDW in Q2 2024 and held it in 1 quarter. The position peaked at $6.71K in Q2 2024. 893 funds tracked by Wall St. Rank hold CDW as of Q3 2024.

  • Triad Wealth Partners reported no remaining CDW position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 30 CDW shares in Q3 2024, an estimated $6.71K.
  • Triad Wealth Partners first reported a position in CDW in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's CDW position peaked at $6.71K in Q2 2024.
  • 893 funds tracked by Wall St. Rank held CDW as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.