RPWA
CDK

Regent Peak Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Regent Peak Wealth Advisors’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
-64
Closed -$3K – 1108
2020
Q4 		$3K Buy
+64
New +$3.04K ﹤0.01% 789

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

Regent Peak Wealth Advisors's CDK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 64 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in CDK in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 64 CDK Global, Inc. shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CDK Global, Inc. position peaked at $3K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.