Peoples Financial Services Corp’s CDK Global, Inc. CDK Stock Holding History

Peoples Financial Services Corp’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	-91	Closed	-$5K	–	286
2022 Q2	$5K	Hold	91	–	–	﹤0.01%	253
2022 Q1	$4K	Hold	91	–	–	﹤0.01%	262
2021 Q4	$4K	Hold	91	–	–	﹤0.01%	254
2021 Q3	$4K	Hold	91	–	–	﹤0.01%	267
2021 Q2	$5K	Hold	91	–	–	﹤0.01%	269
2021 Q1	$5K	Hold	91	–	–	﹤0.01%	264
2020 Q4	$5K	Hold	91	–	–	﹤0.01%	262
2020 Q3	$4K	Hold	91	–	–	﹤0.01%	263
2020 Q2	$4K	Hold	91	–	–	﹤0.01%	273
2020 Q1	$3K	Hold	91	–	–	﹤0.01%	290
2019 Q4	$5K	Hold	91	–	–	﹤0.01%	279
2019 Q3	$4K	Hold	91	–	–	﹤0.01%	304
2019 Q2	$4K	Hold	91	–	–	﹤0.01%	305
2019 Q1	$5K	Hold	91	–	–	﹤0.01%	283
2018 Q4	$4K	Hold	91	–	–	﹤0.01%	295
2018 Q3	$6K	Hold	91	–	–	﹤0.01%	288
2018 Q2	$6K	Sell	91 -33	-27%	-$2.13K	﹤0.01%	271
2018 Q1	$8K	Hold	124	–	–	﹤0.01%	245
2017 Q4	$9K	Hold	124	–	–	﹤0.01%	237
2017 Q3	$8K	Hold	124	–	–	﹤0.01%	240
2017 Q2	$8K	Sell	124 -50	-29%	-$3.14K	﹤0.01%	241
2017 Q1	$11K	Hold	174	–	–	0.01%	216
2016 Q4	$10K	Hold	174	–	–	0.01%	208
2016 Q3	$10K	Hold	174	–	–	0.01%	207
2016 Q2	$10K	Hold	174	–	–	0.01%	208
2016 Q1	$8K	Hold	174	–	–	0.01%	226
2015 Q4	$8K	Hold	174	–	–	0.01%	222
2015 Q3	$8K	Hold	174	–	–	0.01%	221
2015 Q2	$9K	Hold	174	–	–	0.01%	221
2015 Q1	$8K	Hold	174	–	–	0.01%	237
2014 Q4	$7K	Buy	+174	New	+$6.16K	﹤0.01%	252

Other funds holding CDK

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

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

Peoples Financial Services Corp's CDK Position: Q3 2022 in Review

Peoples Financial Services Corp sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 91 shares — an estimated $5K sold.

Peoples Financial Services Corp first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $11K in Q1 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Peoples Financial Services Corp reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Peoples Financial Services Corp sold 91 CDK Global, Inc. shares in Q3 2022, an estimated $5K.
Peoples Financial Services Corp first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
Peoples Financial Services Corp's CDK Global, Inc. position peaked at $11K in Q1 2017.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Peoples Financial Services Corp's 13F filing for Q3 2022, filed 7 Oct 2022.