JMPWA
CDK

JP Morgan Private Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

JP Morgan Private Wealth Advisors’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
-8,482
Closed -$465K – 2014
2022
Q2 		$465K Sell
8,482
-10,245
-55% -$554K ﹤0.01% 1479
2022
Q1 		$912K Buy
18,727
+7,710
+70% +$345K ﹤0.01% 1263
2021
Q4 		$460K Sell
11,017
-2,245
-17% -$94.2K ﹤0.01% 1588
2021
Q3 		$564K Sell
13,262
-1,532
-10% -$69K ﹤0.01% 1456
2021
Q2 		$735K Buy
14,794
+2,004
+16% +$106K ﹤0.01% 1337
2021
Q1 		$691K Buy
12,790
+1,075
+9% +$55.8K ﹤0.01% 1202
2020
Q4 		$607K Buy
11,715
+462
+4% +$21.9K ﹤0.01% 1215
2020
Q3 		$491K Sell
11,253
-1,109
-9% -$49.3K ﹤0.01% 1164
2020
Q2 		$512K Sell
12,362
-984
-7% -$37.9K ﹤0.01% 1082
2020
Q1 		$438K Sell
13,346
-3,041
-19% -$145K ﹤0.01% 982
2019
Q4 		$896K Buy
16,387
+2,293
+16% +$118K ﹤0.01% 837
2019
Q3 		$678K Sell
14,094
-2,669
-16% -$128K ﹤0.01% 899
2019
Q2 		$829K Sell
16,763
-3,848
-19% -$206K ﹤0.01% 805
2019
Q1 		$1.21M Buy
20,611
+4,029
+24% +$220K 0.01% 735
2018
Q4 		$794K Buy
16,582
+6,370
+62% +$336K ﹤0.01% 826
2018
Q3 		$639K Sell
10,212
-656
-6% -$41.6K ﹤0.01% 989
2018
Q2 		$707K Buy
+10,868
New +$703K ﹤0.01% 888
2018
Q1 		– Sell
-8,806
Closed -$628K – 1406
2017
Q4 		$628K Sell
8,806
-548
-6% -$36.8K ﹤0.01% 794
2017
Q3 		$590K Sell
9,354
-743
-7% -$46.8K ﹤0.01% 791
2017
Q2 		$627K Buy
10,097
+1,701
+20% +$107K ﹤0.01% 764
2017
Q1 		$546K Sell
8,396
-200
-2% -$12.8K ﹤0.01% 815
2016
Q4 		$513K Buy
8,596
+202
+2% +$11.6K ﹤0.01% 797
2016
Q3 		$482K Sell
8,394
-126
-1% -$7.25K ﹤0.01% 800
2016
Q2 		$473K Sell
8,520
-693
-8% -$35.8K ﹤0.01% 798
2016
Q1 		$428K Buy
9,213
+737
+9% +$32.8K ﹤0.01% 796
2015
Q4 		$402K Buy
+8,476
New +$411K ﹤0.01% 763
2015
Q3 		– Sell
-8,684
Closed -$469K – 1163
2015
Q2 		$469K Sell
8,684
-2,029
-19% -$104K 0.01% 701
2015
Q1 		$501K Sell
10,713
-5,845
-35% -$267K 0.01% 726
2014
Q4 		$675K Buy
+16,558
New +$587K 0.01% 623

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

JP Morgan Private Wealth Advisors's CDK Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 8,482 shares — an estimated $465K sold.

JP Morgan Private Wealth Advisors first reported a position in CDK in Q4 2014 and held it in 29 quarters. The position peaked at $1.21M in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,482 CDK Global, Inc. shares in Q3 2022, an estimated $465K.
  • JP Morgan Private Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 29 quarters.
  • JP Morgan Private Wealth Advisors's CDK Global, Inc. position peaked at $1.21M in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.