Patriot Financial Group Insurance Agency’s CDK Global, Inc. CDK Stock Holding History

Patriot Financial Group Insurance Agency’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	-26	Closed	-$1K	–	2305
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	2118
2021 Q2	$1K	Buy	+26	New	+$1.38K	﹤0.01%	2047
2019 Q3	–	Sell	-42	Closed	-$2K	–	1510
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	1164
2019 Q1	$2K	Buy	+42	New	+$2.29K	﹤0.01%	1059
2018 Q1	–	Sell	-11	Closed	-$1K	–	995
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	928
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	902
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	906
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	808
2016 Q4	$1K	Buy	+11	New	+$629	﹤0.01%	751

Other funds holding CDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CDK Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of CDK Global, Inc. (CDK) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CDK in Q4 2016 and held it in 9 quarters. The position peaked at $2K in Q2 2019. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining CDK Global, Inc. position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 26 CDK Global, Inc. shares in Q4 2021, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in CDK Global, Inc. in Q4 2016 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's CDK Global, Inc. position peaked at $2K in Q2 2019.
448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.