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Walden Wealth Partners’s CDW CDW Stock Holding History

Walden 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 		$442K Hold
1,973
– – 0.25% 52
2024
Q1 		$498K Hold
1,973
– – 0.29% 48
2023
Q4 		$449K Buy
+1,973
New +$418K 0.28% 47

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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

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

Walden Wealth Partners held its CDW (CDW) position steady in Q2 2024 at 1,973 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #52.

Walden Wealth Partners first reported a position in CDW in Q4 2023 and has held it in 3 quarters since. The position peaked at $498K in Q1 2024. 899 funds tracked by Wall St. Rank hold CDW as of Q2 2024.

  • Walden Wealth Partners held 1,973 shares of CDW worth $442K as of Q2 2024.
  • Walden Wealth Partners left its CDW share count unchanged in Q2 2024.
  • CDW made up 0.25% of Walden Wealth Partners's portfolio in Q2 2024, its #52 holding.
  • Walden Wealth Partners first reported a position in CDW in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's CDW position peaked at $498K in Q1 2024.
  • 899 funds tracked by Wall St. Rank held CDW as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.