SWM
CDK

Selective Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Selective Wealth Management’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
Q3 		– Sell
-100
Closed -$5K – 624
2021
Q2 		$5K Hold
100
– – ﹤0.01% 416
2021
Q1 		$5K Hold
100
– – ﹤0.01% 319
2020
Q4 		$5K Buy
+100
New +$4.74K ﹤0.01% 298

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Selective Wealth Management's CDK Position: Q3 2021 in Review

Selective Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in CDK in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 422 funds tracked by Wall St. Rank hold CDK as of Q3 2021.

  • Selective Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 100 CDK Global, Inc. shares in Q3 2021, an estimated $5K.
  • Selective Wealth Management first reported a position in CDK Global, Inc. in Q4 2020 and held it in 3 quarters.
  • Selective Wealth Management's CDK Global, Inc. position peaked at $5K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.