First National Bank of South Miami’s CDK Global, Inc. CDK Stock Holding History

First National Bank of South Miami’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	-666	Closed	-$36K	–	298
2022 Q2	$36K	Hold	666	–	–	0.02%	216
2022 Q1	$32K	Hold	666	–	–	0.02%	238
2021 Q4	$28K	Hold	666	–	–	0.02%	255
2021 Q3	$28K	Hold	666	–	–	0.02%	244
2021 Q2	$33K	Hold	666	–	–	0.02%	231
2021 Q1	$36K	Hold	666	–	–	0.03%	211
2020 Q4	$35K	Hold	666	–	–	0.03%	197
2020 Q3	$29K	Hold	666	–	–	0.03%	192
2020 Q2	$28K	Hold	666	–	–	0.03%	188
2020 Q1	$22K	Hold	666	–	–	0.03%	196
2019 Q4	$36K	Hold	666	–	–	0.04%	178
2019 Q3	$29K	Hold	666	–	–	0.03%	201
2019 Q2	$35K	Hold	666	–	–	0.03%	196
2019 Q1	$39K	Hold	666	–	–	0.04%	193
2018 Q4	$33K	Buy	+666	New	+$35.1K	0.03%	202

Other funds holding CDK

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

First National Bank of South Miami's CDK Position: Q3 2022 in Review

First National Bank of South Miami sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 666 shares — an estimated $36K sold.

First National Bank of South Miami first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $39K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

First National Bank of South Miami reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
First National Bank of South Miami sold 666 CDK Global, Inc. shares in Q3 2022, an estimated $36K.
First National Bank of South Miami first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
First National Bank of South Miami's CDK Global, Inc. position peaked at $39K in Q1 2019.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on First National Bank of South Miami's 13F filing for Q3 2022, filed 31 Oct 2022.