AF
CDK

Advisornet Financial’s CDK Global, Inc. CDK Stock Holding History

Advisornet Financial’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
-33
Closed -$2K – 2104
2022
Q2 		$2K Hold
33
– – ﹤0.01% 1751
2022
Q1 		$2K Hold
33
– – ﹤0.01% 1832
2021
Q4 		$1K Hold
33
– – ﹤0.01% 1994
2021
Q3 		$1K Sell
33
-115
-78% -$5.18K ﹤0.01% 1860
2021
Q2 		$7K Hold
148
– – ﹤0.01% 1521
2021
Q1 		$8K Buy
148
+11
+8% +$571 ﹤0.01% 1432
2020
Q4 		$7K Buy
137
+79
+136% +$3.75K ﹤0.01% 1394
2020
Q3 		$3K Sell
58
-318
-85% -$14.1K ﹤0.01% 1533
2020
Q2 		$16K Hold
376
– – ﹤0.01% 1181
2020
Q1 		$12K Sell
376
-10
-3% -$478 ﹤0.01% 1234
2019
Q4 		$21K Sell
386
-268
-41% -$13.8K ﹤0.01% 1178
2019
Q3 		$31K Buy
654
+278
+74% +$13.3K ﹤0.01% 1065
2019
Q2 		$19K Hold
376
– – ﹤0.01% 1069
2019
Q1 		$22K Sell
376
-119
-24% -$6.49K ﹤0.01% 975
2018
Q4 		$24K Hold
495
– – ﹤0.01% 893
2018
Q3 		$31K Hold
495
– – ﹤0.01% 845
2018
Q2 		$32K Hold
495
– – ﹤0.01% 835
2018
Q1 		$31K Hold
495
– – ﹤0.01% 828
2017
Q4 		$35K Buy
+495
New +$33.2K 0.01% 741

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

Advisornet Financial's CDK Position: Q3 2022 in Review

Advisornet Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 33 shares — an estimated $2K sold.

Advisornet Financial first reported a position in CDK in Q4 2017 and held it in 19 quarters. The position peaked at $35K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Advisornet Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Advisornet Financial sold 33 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
  • Advisornet Financial first reported a position in CDK Global, Inc. in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's CDK Global, Inc. position peaked at $35K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.