SWA
CDK

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

SOA 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
Q4 		– Sell
-36
Closed -$1.51K – 1014
2021
Q3 		$1K Hold
36
– – ﹤0.01% 880
2021
Q2 		$1K Hold
36
– – ﹤0.01% 852
2021
Q1 		$1K Hold
36
– – ﹤0.01% 797
2020
Q4 		$1K Buy
+36
New +$1.71K ﹤0.01% 779

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's CDK Position: Q4 2021 in Review

SOA Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q4 2021, closing a stake of 36 shares — an estimated $1.51K sold.

SOA Wealth Advisors first reported a position in CDK in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 448 funds tracked by Wall St. Rank hold CDK as of Q4 2021.

  • SOA Wealth Advisors reported no remaining CDK Global, Inc. position as of Q4 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 36 CDK Global, Inc. shares in Q4 2021, an estimated $1.51K.
  • SOA Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2020 and held it in 4 quarters.
  • SOA Wealth Advisors's CDK Global, Inc. position peaked at $1K in Q3 2021.
  • 448 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.