AWA
CDK

Amplius Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Amplius Wealth Advisors’s Portfolio CDK Stock Details CDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-353
Closed -$14K – 1005
2021
Q4 		$14K Buy
+353
New +$14.8K ﹤0.01% 544

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Amplius Wealth Advisors's CDK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q1 2022, closing a stake of 353 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in CDK in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 466 funds tracked by Wall St. Rank hold CDK as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining CDK Global, Inc. position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 353 CDK Global, Inc. shares in Q1 2022, an estimated $14K.
  • Amplius Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's CDK Global, Inc. position peaked at $14K in Q4 2021.
  • 466 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.