CSB
CDK

City State Bank’s CDK Global, Inc. CDK Stock Holding History

City State Bank’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
-316
Closed -$17K – 719
2022
Q2 		$17K Hold
316
– – 0.01% 375
2022
Q1 		$15K Hold
316
– – 0.01% 411
2021
Q4 		$13K Buy
+316
New +$13.3K 0.01% 430

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

City State Bank's CDK Position: Q3 2022 in Review

City State Bank sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 316 shares — an estimated $17K sold.

City State Bank first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • City State Bank reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • City State Bank sold 316 CDK Global, Inc. shares in Q3 2022, an estimated $17K.
  • City State Bank first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • City State Bank's CDK Global, Inc. position peaked at $17K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on City State Bank's 13F filing for Q3 2022, filed 24 Oct 2022.