PTC
CDK

Private Trust Company’s CDK Global, Inc. CDK Stock Holding History

Private Trust Company’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
-666
Closed -$36K – 2259
2022
Q2 		$36K Buy
+666
New +$36K 0.01% 1039

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $9.54B AUM 19.86% 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

Private Trust Company's CDK Position: Q3 2022 in Review

Private Trust Company sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 666 shares — an estimated $36K sold.

Private Trust Company first reported a position in CDK in Q2 2022 and held it in 1 quarter. The position peaked at $36K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Private Trust Company reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Private Trust Company sold 666 CDK Global, Inc. shares in Q3 2022, an estimated $36K.
  • Private Trust Company first reported a position in CDK Global, Inc. in Q2 2022 and held it in 1 quarter.
  • Private Trust Company's CDK Global, Inc. position peaked at $36K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Private Trust Company's 13F filing for Q3 2022, filed 17 Oct 2022.