FWM
CDK

FSA Wealth Management’s CDK Global, Inc. CDK Stock Holding History

FSA Wealth Management’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
-133
Closed -$6K – 388
2020
Q2 		$6K Hold
133
– – ﹤0.01% 314
2020
Q1 		$4K Hold
133
– – ﹤0.01% 332
2019
Q4 		$7K Buy
+133
New +$6.83K ﹤0.01% 362

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

FSA Wealth Management's CDK Position: Q3 2020 in Review

FSA Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2020, closing a stake of 133 shares — an estimated $6K sold.

FSA Wealth Management first reported a position in CDK in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 471 funds tracked by Wall St. Rank hold CDK as of Q3 2020.

  • FSA Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 133 CDK Global, Inc. shares in Q3 2020, an estimated $6K.
  • FSA Wealth Management first reported a position in CDK Global, Inc. in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's CDK Global, Inc. position peaked at $7K in Q4 2019.
  • 471 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.