HGWM
CDK

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

Harvest Group 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
Q1 		– Sell
-23
Closed -$1K – 1125
2019
Q4 		$1K Hold
23
– – ﹤0.01% 925
2019
Q3 		$1K Buy
+23
New +$1.1K ﹤0.01% 979

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's CDK Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 23 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CDK in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 23 CDK Global, Inc. shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in CDK Global, Inc. in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's CDK Global, Inc. position peaked at $1K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.