GWMIA
CDK

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

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-270
Closed -$14K – 538
2020
Q4 		$14K Hold
270
– – 0.01% 257
2020
Q3 		$12K Hold
270
– – 0.01% 265
2020
Q2 		$11K Hold
270
– – ﹤0.01% 345
2020
Q1 		$9K Hold
270
– – ﹤0.01% 354
2019
Q4 		$15K Buy
+270
New +$13.9K 0.01% 302

Other funds holding CDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's CDK Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 270 shares — an estimated $14K sold.

Global Wealth Management Investment Advisory first reported a position in CDK in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 270 CDK Global, Inc. shares in Q1 2021, an estimated $14K.
  • Global Wealth Management Investment Advisory first reported a position in CDK Global, Inc. in Q4 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's CDK Global, Inc. position peaked at $15K in Q4 2019.
  • 459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.