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Winch Advisory Services’s CDW CDW Stock Holding History

Winch Advisory Services’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
2025
Q1 		– Sell
-25
Closed -$4.35K – 501
2024
Q4 		$4.35K Buy
+25
New +$4.86K ﹤0.01% 378
2019
Q3 		– Sell
-24
Closed -$3K – 364
2019
Q2 		$3K Buy
+24
New +$2.52K ﹤0.01% 306

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winch Advisory Services's CDW Position: Q1 2025 in Review

Winch Advisory Services sold out of CDW (CDW) in Q1 2025, closing a stake of 25 shares — an estimated $4.35K sold.

Winch Advisory Services first reported a position in CDW in Q2 2019 and held it in 2 quarters. The position peaked at $4.35K in Q4 2024. 842 funds tracked by Wall St. Rank hold CDW as of Q1 2025.

  • Winch Advisory Services reported no remaining CDW position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 25 CDW shares in Q1 2025, an estimated $4.35K.
  • Winch Advisory Services first reported a position in CDW in Q2 2019 and held it in 2 quarters.
  • Winch Advisory Services's CDW position peaked at $4.35K in Q4 2024.
  • 842 funds tracked by Wall St. Rank held CDW as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.