CIBC Private Wealth Group
CDK

CIBC Private Wealth Group’s CDK Global, Inc. CDK Stock Holding History

CIBC Private Wealth Group’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
-1,101
Closed -$60K – 1249
2022
Q2 		$60K Sell
1,101
-13,765
-93% -$744K ﹤0.01% 956
2022
Q1 		$724K Sell
14,866
-683
-4% -$30.5K ﹤0.01% 687
2021
Q4 		$650K Buy
+15,549
New +$653K ﹤0.01% 718
2021
Q3 		– Sell
-16,249
Closed -$807K – 1049
2021
Q2 		$807K Hold
16,249
– – ﹤0.01% 712
2021
Q1 		$878K Buy
16,249
+5,590
+52% +$290K ﹤0.01% 693
2020
Q4 		$552K Buy
+10,659
New +$506K ﹤0.01% 756
2020
Q2 		– Sell
-10,394
Closed -$342K – 849
2020
Q1 		$342K Sell
10,394
-2,692
-21% -$129K ﹤0.01% 685
2019
Q4 		$715K Sell
13,086
-83
-0.6% -$4.26K ﹤0.01% 647
2019
Q3 		$634K Sell
13,169
-664
-5% -$31.8K ﹤0.01% 653
2019
Q2 		$683K Sell
13,833
-469
-3% -$25.1K ﹤0.01% 649
2019
Q1 		$841K Buy
14,302
+778
+6% +$42.4K ﹤0.01% 619
2018
Q4 		$648K Sell
13,524
-31,688
-70% -$1.67M ﹤0.01% 636
2018
Q3 		$2.83M Buy
45,212
+29,831
+194% +$1.89M 0.01% 442
2018
Q2 		$1M Sell
15,381
-3,482
-18% -$225K ﹤0.01% 652
2018
Q1 		$1.2M Sell
18,863
-2,969
-14% -$208K 0.01% 614
2017
Q4 		$1.56M Buy
21,832
+5,521
+34% +$371K 0.01% 578
2017
Q3 		$1.03M Sell
16,311
-467
-3% -$29.4K ﹤0.01% 638
2017
Q2 		$1.04M Sell
16,778
-7,908
-32% -$496K 0.01% 456
2017
Q1 		$1.61M Sell
24,686
-1,351
-5% -$86.5K 0.01% 399
2016
Q4 		$1.55M Buy
26,037
+1,096
+4% +$62.7K 0.01% 405
2016
Q3 		$1.43M Sell
24,941
-2,639
-10% -$152K 0.01% 406
2016
Q2 		$1.53M Buy
27,580
+5,249
+24% +$271K 0.01% 395
2016
Q1 		$1.04M Sell
22,331
-2,891
-11% -$129K 0.01% 438
2015
Q4 		$1.2M Sell
25,222
-277
-1% -$13.4K 0.01% 422
2015
Q3 		$1.22M Buy
25,499
+187
+0.7% +$9.49K 0.01% 414
2015
Q2 		$1.37M Sell
25,312
-1,674
-6% -$85.9K 0.01% 427
2015
Q1 		$1.26M Sell
26,986
-10,521
-28% -$480K 0.01% 439
2014
Q4 		$1.53M Buy
+37,507
New +$1.33M 0.01% 410

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

CIBC Private Wealth Group's CDK Position: Q3 2022 in Review

CIBC Private Wealth Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,101 shares — an estimated $60K sold.

CIBC Private Wealth Group first reported a position in CDK in Q4 2014 and held it in 28 quarters. The position peaked at $2.83M in Q3 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • CIBC Private Wealth Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,101 CDK Global, Inc. shares in Q3 2022, an estimated $60K.
  • CIBC Private Wealth Group first reported a position in CDK Global, Inc. in Q4 2014 and held it in 28 quarters.
  • CIBC Private Wealth Group's CDK Global, Inc. position peaked at $2.83M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on CIBC Private Wealth Group's 13F filing for Q3 2022, filed 15 Nov 2022.