WTA
CDK

Washington Trust Advisors’s CDK Global, Inc. CDK Stock Holding History

Washington Trust 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
2022
Q3 		– Sell
-1,971
Closed -$108K – 951
2022
Q2 		$108K Sell
1,971
-2,449
-55% -$132K 0.01% 277
2022
Q1 		$215K Hold
4,420
– – 0.02% 226
2021
Q4 		$184K Buy
+4,420
New +$185K 0.01% 265

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

Washington Trust Advisors's CDK Position: Q3 2022 in Review

Washington Trust Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,971 shares — an estimated $108K sold.

Washington Trust Advisors first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $215K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Washington Trust Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 1,971 CDK Global, Inc. shares in Q3 2022, an estimated $108K.
  • Washington Trust Advisors first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Washington Trust Advisors's CDK Global, Inc. position peaked at $215K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Washington Trust Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.