Walled Lake Planning & Wealth Management’s CDW CDW Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-331	Closed	-$60K	–	134
2021 Q3	$60K	Hold	331	–	–	0.04%	153
2021 Q2	$58K	Buy	331 +1	+0.3%	+$172	0.04%	148
2021 Q1	$55K	Hold	330	–	–	0.04%	141
2020 Q4	$43K	Buy	330 +1	+0.3%	+$131	0.03%	143
2020 Q3	$39K	Buy	329 +1	+0.3%	+$114	0.03%	141
2020 Q2	$38K	Hold	328	–	–	0.03%	123
2020 Q1	$31K	Buy	328 +1	+0.3%	+$122	0.03%	127
2019 Q4	$47K	Buy	+327	New	+$43.3K	0.03%	119

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CDW Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of CDW (CDW) in Q4 2021, closing a stake of 331 shares — an estimated $60K sold.

Walled Lake Planning & Wealth Management first reported a position in CDW in Q4 2019 and held it in 8 quarters. The position peaked at $60K in Q3 2021. 805 funds tracked by Wall St. Rank hold CDW as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining CDW position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 331 CDW shares in Q4 2021, an estimated $60K.
Walled Lake Planning & Wealth Management first reported a position in CDW in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's CDW position peaked at $60K in Q3 2021.
805 funds tracked by Wall St. Rank held CDW as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.