CWP
CDK

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

CFM 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
2020
Q3 		– Sell
-406
Closed -$16K – 494
2020
Q2 		$16K Hold
406
– – 0.01% 372
2020
Q1 		$13K Hold
406
– – 0.01% 413
2019
Q4 		$23K Buy
+406
New +$20.9K 0.01% 347

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CFM Wealth Partners's CDK Position: Q3 2020 in Review

CFM Wealth Partners sold out of CDK Global, Inc. (CDK) in Q3 2020, closing a stake of 406 shares — an estimated $16K sold.

CFM Wealth Partners first reported a position in CDK in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 471 funds tracked by Wall St. Rank hold CDK as of Q3 2020.

  • CFM Wealth Partners reported no remaining CDK Global, Inc. position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 406 CDK Global, Inc. shares in Q3 2020, an estimated $16K.
  • CFM Wealth Partners first reported a position in CDK Global, Inc. in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's CDK Global, Inc. position peaked at $23K in Q4 2019.
  • 471 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.