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Wipfli Financial Advisors’s CDW CDW Stock Holding History

Wipfli Financial 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
2022
Q3 		$165K Buy
+1,057
New +$181K 0.01% 512

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Wipfli Financial Advisors's CDW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CDW (CDW) in Q3 2022: 1,057 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

778 funds tracked by Wall St. Rank hold CDW as of Q3 2022.

  • Wipfli Financial Advisors held 1,057 shares of CDW worth $165K as of Q3 2022.
  • CDW was a new Wipfli Financial Advisors position in Q3 2022.
  • CDW made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #512 holding.
  • 778 funds tracked by Wall St. Rank held CDW as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.