Wealthstream Advisors’s CDW CDW Stock Holding History

Wealthstream 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
2024 Q2	–	Sell	-912	Closed	-$233K	–	150
2024 Q1	$233K	Sell	912 -149	-14%	-$35.4K	0.09%	118
2023 Q4	$241K	Buy	+1,061	New	+$225K	0.1%	122

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

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

Wealthstream Advisors's CDW Position: Q2 2024 in Review

Wealthstream Advisors sold out of CDW (CDW) in Q2 2024, closing a stake of 912 shares — an estimated $233K sold.

Wealthstream Advisors first reported a position in CDW in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q4 2023. 900 funds tracked by Wall St. Rank hold CDW as of Q2 2024.

Wealthstream Advisors reported no remaining CDW position as of Q2 2024 after selling out during the quarter.
Wealthstream Advisors sold 912 CDW shares in Q2 2024, an estimated $233K.
Wealthstream Advisors first reported a position in CDW in Q4 2023 and held it in 2 quarters.
Wealthstream Advisors's CDW position peaked at $241K in Q4 2023.
900 funds tracked by Wall St. Rank held CDW as of Q2 2024.

Based on Wealthstream Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.