WT
CDK

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

Washington Trust’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
-1,453
Closed -$80K – 980
2022
Q2 		$80K Buy
1,453
+100
+7% +$5.41K ﹤0.01% 336
2022
Q1 		$66K Sell
1,353
-866
-39% -$38.7K ﹤0.01% 385
2021
Q4 		$92K Sell
2,219
-3,587
-62% -$151K ﹤0.01% 345
2021
Q3 		$248K Hold
5,806
– – 0.01% 281
2021
Q2 		$289K Hold
5,806
– – 0.01% 259
2021
Q1 		$314K Hold
5,806
– – 0.01% 245
2020
Q4 		$302K Sell
5,806
-128
-2% -$6.07K 0.01% 236
2020
Q3 		$258K Buy
5,934
+4,091
+222% +$182K 0.01% 233
2020
Q2 		$76K Sell
1,843
-630
-25% -$24.2K ﹤0.01% 330
2020
Q1 		$82K Buy
+2,473
New +$118K ﹤0.01% 331
2018
Q3 		– Sell
-3,128
Closed -$203K – 890
2018
Q2 		$203K Buy
+3,128
New +$202K 0.01% 234
2018
Q1 		– Sell
-3,027
Closed -$215K – 231
2017
Q4 		$215K Buy
+3,027
New +$203K 0.01% 210
2015
Q3 		– Sell
-4,253
Closed -$230K – 212
2015
Q2 		$230K Sell
4,253
-73
-2% -$3.75K 0.02% 194
2015
Q1 		$203K Buy
+4,326
New +$197K 0.01% 207

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Washington Trust's CDK Position: Q3 2022 in Review

Washington Trust sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,453 shares — an estimated $80K sold.

Washington Trust first reported a position in CDK in Q1 2015 and held it in 14 quarters. The position peaked at $314K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Washington Trust reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Washington Trust sold 1,453 CDK Global, Inc. shares in Q3 2022, an estimated $80K.
  • Washington Trust first reported a position in CDK Global, Inc. in Q1 2015 and held it in 14 quarters.
  • Washington Trust's CDK Global, Inc. position peaked at $314K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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