BWP
CDK

Baldwin Wealth Partners’s CDK Global, Inc. CDK Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-1
Closed – – 714
2022
Q2 		$0 Hold
1
– – ﹤0.01% 715
2022
Q1 		$0 Hold
1
– – ﹤0.01% 706
2021
Q4 		$0 Hold
1
– – ﹤0.01% 664
2021
Q3 		$0 Hold
1
– – ﹤0.01% 682
2021
Q2 		$0 Hold
1
– – ﹤0.01% 672
2021
Q1 		$0 Hold
1
– – ﹤0.01% 640
2020
Q4 		$0 Hold
1
– – ﹤0.01% 573
2020
Q3 		$0 Hold
1
– – ﹤0.01% 555
2020
Q2 		$0 Hold
1
– – ﹤0.01% 564
2020
Q1 		$0 Hold
1
– – ﹤0.01% 577
2019
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 560
2018
Q3 		– Sell
-46
Closed -$2.92K – 546
2018
Q2 		$3K Hold
46
– – ﹤0.01% 493
2018
Q1 		$3K Hold
46
– – ﹤0.01% 471
2017
Q4 		$3K Hold
46
– – ﹤0.01% 455
2017
Q3 		$3K Hold
46
– – ﹤0.01% 460
2017
Q2 		$3K Sell
46
-186
-80% -$11.7K ﹤0.01% 457
2017
Q1 		$15K Hold
232
– – ﹤0.01% 397
2016
Q4 		$14K Hold
232
– – ﹤0.01% 408
2016
Q3 		$13K Hold
232
– – ﹤0.01% 431
2016
Q2 		$13K Hold
232
– – ﹤0.01% 377
2016
Q1 		$11K Buy
+232
New +$10.3K ﹤0.01% 409

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Baldwin Wealth Partners's CDK Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1 share.

Baldwin Wealth Partners first reported a position in CDK in Q1 2016 and held it in 21 quarters. The position peaked at $15K in Q1 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1 CDK Global, Inc. share in Q3 2022.
  • Baldwin Wealth Partners first reported a position in CDK Global, Inc. in Q1 2016 and held it in 21 quarters.
  • Baldwin Wealth Partners's CDK Global, Inc. position peaked at $15K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.