PWPS
CDK

Pinnacle Wealth Planning Services’s CDK Global, Inc. CDK Stock Holding History

Pinnacle Wealth Planning 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
Q1 		– Sell
-20
Closed -$1K – 2195
2020
Q4 		$1K Buy
+20
New +$949 ﹤0.01% 2223

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDK Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in CDK in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 20 CDK Global, Inc. shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in CDK Global, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CDK Global, Inc. position peaked at $1K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.