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WealthPLAN Partners’s CDW CDW Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-10
Closed -$1.95K – 1280
2023
Q1 		$1.95K Buy
+10
New +$1.96K ﹤0.01% 1135
2016
Q3 		– Sell
-442
Closed -$18 – 968
2016
Q2 		$18 Buy
+442
New +$18.3K ﹤0.01% 2487
2015
Q4 		$46 Buy
+1,104
New +$48.1K ﹤0.01% 1664

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's CDW Position: Q2 2023 in Review

WealthPLAN Partners sold out of CDW (CDW) in Q2 2023, closing a stake of 10 shares — an estimated $1.95K sold.

WealthPLAN Partners first reported a position in CDW in Q4 2015 and held it in 3 quarters. The position peaked at $1.95K in Q1 2023. 790 funds tracked by Wall St. Rank hold CDW as of Q2 2023.

  • WealthPLAN Partners reported no remaining CDW position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 10 CDW shares in Q2 2023, an estimated $1.95K.
  • WealthPLAN Partners first reported a position in CDW in Q4 2015 and held it in 3 quarters.
  • WealthPLAN Partners's CDW position peaked at $1.95K in Q1 2023.
  • 790 funds tracked by Wall St. Rank held CDW as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.