FNT
CDK

First National Trust’s CDK Global, Inc. CDK Stock Holding History

First National Trust’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
-19,637
Closed -$1.08M – 376
2022
Q2 		$1.08M Hold
19,637
– – 0.06% 185
2022
Q1 		$956K Sell
19,637
-62
-0.3% -$2.77K 0.05% 211
2021
Q4 		$822K Buy
+19,699
New +$827K 0.04% 225

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 $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

First National Trust's CDK Position: Q3 2022 in Review

First National Trust sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 19,637 shares — an estimated $1.08M sold.

First National Trust first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • First National Trust reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • First National Trust sold 19,637 CDK Global, Inc. shares in Q3 2022, an estimated $1.08M.
  • First National Trust first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • First National Trust's CDK Global, Inc. position peaked at $1.08M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on First National Trust's 13F filing for Q3 2022, filed 2 Nov 2022.