BCWM
CDK

Bartlett & Co Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Bartlett & Co Wealth Management’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
-4,395
Closed -$241K – 1309
2022
Q2 		$241K Hold
4,395
– – ﹤0.01% 345
2022
Q1 		$214K Buy
+4,395
New +$197K ﹤0.01% 378
2021
Q4 		– Sell
-4,062
Closed -$173K – 941
2021
Q3 		$173K Hold
4,062
– – ﹤0.01% 346
2021
Q2 		$202K Hold
4,062
– – ﹤0.01% 331
2021
Q1 		$220K Sell
4,062
-457
-10% -$23.7K ﹤0.01% 325
2020
Q4 		$234K Buy
4,519
+58
+1% +$2.75K 0.01% 313
2020
Q3 		$194K Hold
4,461
– – ﹤0.01% 311
2020
Q2 		$185K Sell
4,461
-11
-0.2% -$423 ﹤0.01% 320
2020
Q1 		$147K Buy
4,472
+11
+0.2% +$525 ﹤0.01% 317
2019
Q4 		$244K Hold
4,461
– – 0.01% 313
2019
Q3 		$215K Buy
4,461
+1,434
+47% +$68.6K 0.01% 323
2019
Q2 		$150K Buy
3,027
+215
+8% +$11.5K 0.01% 284
2019
Q1 		$165K Hold
2,812
– – 0.01% 265
2018
Q4 		$135K Sell
2,812
-2,650
-49% -$140K 0.01% 283
2018
Q3 		$342K Sell
5,462
-66
-1% -$4.18K 0.01% 220
2018
Q2 		$360K Hold
5,528
– – 0.01% 217
2018
Q1 		$350K Buy
+5,528
New +$387K 0.01% 216

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 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

Bartlett & Co Wealth Management's CDK Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,395 shares — an estimated $241K sold.

Bartlett & Co Wealth Management first reported a position in CDK in Q1 2018 and held it in 17 quarters. The position peaked at $360K in Q2 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 4,395 CDK Global, Inc. shares in Q3 2022, an estimated $241K.
  • Bartlett & Co Wealth Management first reported a position in CDK Global, Inc. in Q1 2018 and held it in 17 quarters.
  • Bartlett & Co Wealth Management's CDK Global, Inc. position peaked at $360K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.