SWM
CDK

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

Sendero 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
2022
Q3 		– Sell
-10,965
Closed -$601K – 115
2022
Q2 		$601K Buy
10,965
+269
+3% +$14.5K 0.58% 42
2022
Q1 		$521K Buy
10,696
+1,186
+12% +$53K 0.24% 46
2021
Q4 		$397K Buy
+9,510
New +$399K 0.18% 65

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 $8.74B AUM 14.62% 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

Sendero Wealth Management's CDK Position: Q3 2022 in Review

Sendero Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 10,965 shares — an estimated $601K sold.

Sendero Wealth Management first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $601K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Sendero Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 10,965 CDK Global, Inc. shares in Q3 2022, an estimated $601K.
  • Sendero Wealth Management first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Sendero Wealth Management's CDK Global, Inc. position peaked at $601K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Sendero Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.