West Paces Advisors’s CDW CDW Stock Holding History

West Paces 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 Q4	–	Sell	-30	Closed	-$6.79K	–	560
2024 Q3	$6.79K	Sell	30 -12	-29%	-$2.66K	﹤0.01%	374
2024 Q2	$9.4K	Hold	42	–	–	﹤0.01%	359
2024 Q1	$10.7K	Buy	42 +40	+2,000%	+$9.5K	﹤0.01%	354
2023 Q4	$455	Buy	+2	New	+$424	﹤0.01%	568
2023 Q3	–	Sell	-79	Closed	-$14.5K	–	532
2023 Q2	$14.5K	Hold	79	–	–	﹤0.01%	335
2023 Q1	$15.4K	Hold	79	–	–	﹤0.01%	330
2022 Q4	$14.1K	Buy	+79	New	+$13.9K	﹤0.01%	322

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

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Paces Advisors's CDW Position: Q4 2024 in Review

West Paces Advisors sold out of CDW (CDW) in Q4 2024, closing a stake of 30 shares — an estimated $6.79K sold.

West Paces Advisors first reported a position in CDW in Q4 2022 and held it in 7 quarters. The position peaked at $15.4K in Q1 2023. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

West Paces Advisors reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
West Paces Advisors sold 30 CDW shares in Q4 2024, an estimated $6.79K.
West Paces Advisors first reported a position in CDW in Q4 2022 and held it in 7 quarters.
West Paces Advisors's CDW position peaked at $15.4K in Q1 2023.
852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on West Paces Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.