WTC
CDK

WhitTier Trust Company’s CDK Global, Inc. CDK Stock Holding History

WhitTier Trust Company’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
-355
Closed -$19K – 1197
2022
Q2 		$19K Buy
355
+115
+48% +$6.22K ﹤0.01% 829
2022
Q1 		$12K Hold
240
– – ﹤0.01% 905
2021
Q4 		$10K Sell
240
-114
-32% -$4.78K ﹤0.01% 916
2021
Q3 		$15K Buy
+354
New +$16K ﹤0.01% 882
2021
Q2 		– Sell
-354
Closed -$19K – 1028
2021
Q1 		$19K Hold
354
– – ﹤0.01% 787
2020
Q4 		$18K Hold
354
– – ﹤0.01% 766
2020
Q3 		$15K Sell
354
-33
-9% -$1.47K ﹤0.01% 773
2020
Q2 		$16K Hold
387
– – ﹤0.01% 747
2020
Q1 		$13K Buy
387
+7
+2% +$334 ﹤0.01% 760
2019
Q4 		$21K Sell
380
-11
-3% -$565 ﹤0.01% 743
2019
Q3 		$19K Hold
391
– – ﹤0.01% 745
2019
Q2 		$19K Sell
391
-100
-20% -$5.36K ﹤0.01% 750
2019
Q1 		$29K Hold
491
– – ﹤0.01% 675
2018
Q4 		$24K Buy
491
+66
+16% +$3.48K ﹤0.01% 706
2018
Q3 		$27K Hold
425
– – ﹤0.01% 706
2018
Q2 		$28K Buy
425
+33
+8% +$2.13K ﹤0.01% 699
2018
Q1 		$25K Hold
392
– – ﹤0.01% 725
2017
Q4 		$28K Hold
392
– – ﹤0.01% 656
2017
Q3 		$25K Hold
392
– – ﹤0.01% 666
2017
Q2 		$24K Hold
392
– – ﹤0.01% 668
2017
Q1 		$25K Sell
392
-1,042
-73% -$66.7K ﹤0.01% 658
2016
Q4 		$85K Hold
1,434
– – 0.01% 450
2016
Q3 		$82K Sell
1,434
-18
-1% -$1.04K 0.01% 456
2016
Q2 		$81K Sell
1,452
-241
-14% -$12.5K 0.01% 452
2016
Q1 		$79K Sell
1,693
-1,757
-51% -$78.2K 0.01% 453
2015
Q4 		$164K Sell
3,450
-457
-12% -$22.2K 0.02% 371
2015
Q3 		$186K Sell
3,907
-1,698
-30% -$86.1K 0.02% 347
2015
Q2 		$303K Sell
5,605
-492
-8% -$25.2K 0.03% 308
2015
Q1 		$285K Buy
6,097
+15
+0.2% +$684 0.03% 321
2014
Q4 		$248K Buy
+6,082
New +$215K 0.03% 331

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

WhitTier Trust Company's CDK Position: Q3 2022 in Review

WhitTier Trust Company sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 355 shares — an estimated $19K sold.

WhitTier Trust Company first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $303K in Q2 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • WhitTier Trust Company reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 355 CDK Global, Inc. shares in Q3 2022, an estimated $19K.
  • WhitTier Trust Company first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
  • WhitTier Trust Company's CDK Global, Inc. position peaked at $303K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.