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Voya Financial Advisors’s CDW CDW Stock Holding History

Voya Financial Advisors’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
Q2 		– Sell
-1,094
Closed -$208K – 239
2023
Q1 		$208K Sell
1,094
-221
-17% -$43.4K 0.03% 220
2022
Q4 		$237K Sell
1,315
-38
-3% -$6.68K 0.03% 211
2022
Q3 		$215K Sell
1,353
-607
-31% -$104K 0.03% 219
2022
Q2 		$310K Sell
1,960
-69
-3% -$11.6K 0.04% 186
2022
Q1 		$363K Buy
2,029
+109
+6% +$19.9K 0.04% 190
2021
Q4 		$392K Sell
1,920
-352
-15% -$66.9K 0.04% 184
2021
Q3 		$421K Buy
2,272
+234
+11% +$44.2K 0.05% 178
2021
Q2 		$359K Sell
2,038
-2,897
-59% -$499K 0.05% 189
2021
Q1 		$813K Buy
4,935
+616
+14% +$92K 0.03% 317
2020
Q4 		$561K Buy
4,319
+195
+5% +$25.5K 0.02% 381
2020
Q3 		$487K Sell
4,124
-653
-14% -$74.7K 0.02% 372
2020
Q2 		$545K Sell
4,777
-618
-11% -$67K 0.03% 342
2020
Q1 		$523K Sell
5,395
-1,346
-20% -$165K 0.03% 330
2019
Q4 		$962K Buy
6,741
+1,230
+22% +$163K 0.05% 275
2019
Q3 		$671K Sell
5,511
-183
-3% -$21K 0.04% 320
2019
Q2 		$629K Buy
5,694
+31
+0.5% +$3.25K 0.03% 341
2019
Q1 		$539K Buy
5,663
+135
+2% +$12K 0.03% 353
2018
Q4 		$441K Buy
5,528
+215
+4% +$18.5K 0.03% 351
2018
Q3 		$470K Buy
5,313
+646
+14% +$55.9K 0.03% 371
2018
Q2 		$381K Buy
4,667
+547
+13% +$42.3K 0.02% 380
2018
Q1 		$288K Buy
4,120
+742
+22% +$54.2K 0.02% 435
2017
Q4 		$236K Buy
3,378
+328
+11% +$22.6K 0.02% 481
2017
Q3 		$202K Buy
+3,050
New +$191K 0.01% 496

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voya Financial Advisors's CDW Position: Q2 2023 in Review

Voya Financial Advisors sold out of CDW (CDW) in Q2 2023, closing a stake of 1,094 shares — an estimated $208K sold.

Voya Financial Advisors first reported a position in CDW in Q3 2017 and held it in 23 quarters. The position peaked at $962K in Q4 2019. 791 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

  • Voya Financial Advisors reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 1,094 CDW shares in Q2 2023, an estimated $208K.
  • Voya Financial Advisors first reported a position in CDW in Q3 2017 and held it in 23 quarters.
  • Voya Financial Advisors's CDW position peaked at $962K in Q4 2019.
  • 791 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on Voya Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.