KPWS
CDK

Kestra Private Wealth Services’s CDK Global, Inc. CDK Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-4,701
Closed -$200K – 1038
2021
Q3 		$200K Sell
4,701
-9
-0.2% -$406 0.01% 859
2021
Q2 		$234K Buy
4,710
+187
+4% +$9.9K 0.01% 757
2021
Q1 		$245K Buy
+4,523
New +$235K 0.02% 676

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Private Wealth Services's CDK Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of CDK Global, Inc. (CDK) in Q4 2021, closing a stake of 4,701 shares — an estimated $200K sold.

Kestra Private Wealth Services first reported a position in CDK in Q1 2021 and held it in 3 quarters. The position peaked at $245K in Q1 2021. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

  • Kestra Private Wealth Services reported no remaining CDK Global, Inc. position as of Q4 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,701 CDK Global, Inc. shares in Q4 2021, an estimated $200K.
  • Kestra Private Wealth Services first reported a position in CDK Global, Inc. in Q1 2021 and held it in 3 quarters.
  • Kestra Private Wealth Services's CDK Global, Inc. position peaked at $245K in Q1 2021.
  • 448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.