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WR Wealth Planners’s CDW CDW Stock Holding History

WR Wealth Planners’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 		$1.57K Hold
9
– – ﹤0.01% 886
2024
Q3 		$2.04K Hold
9
– – ﹤0.01% 905
2024
Q2 		$2.02K Buy
9
+3
+50% +$696 ﹤0.01% 886
2024
Q1 		$1.53K Buy
+6
New +$1.43K ﹤0.01% 914

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's CDW Position: Q4 2024 in Review

WR Wealth Planners held its CDW (CDW) position steady in Q4 2024 at 9 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

WR Wealth Planners first reported a position in CDW in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.04K in Q3 2024. 853 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • WR Wealth Planners held 9 shares of CDW worth $1.57K as of Q4 2024.
  • WR Wealth Planners left its CDW share count unchanged in Q4 2024.
  • CDW made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #886 holding.
  • WR Wealth Planners first reported a position in CDW in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's CDW position peaked at $2.04K in Q3 2024.
  • 853 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.