AFS
CDK

Annapolis Financial Services’s CDK Global, Inc. CDK Stock Holding History

Annapolis Financial Services’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
-273
Closed -$15K – 571
2022
Q2 		$15K Hold
273
– – 0.01% 269
2022
Q1 		$13K Hold
273
– – ﹤0.01% 286
2021
Q4 		$11K Buy
273
+236
+638% +$9.9K ﹤0.01% 308
2021
Q3 		$2K Hold
37
– – ﹤0.01% 412
2021
Q2 		$2K Buy
+37
New +$1.96K ﹤0.01% 385

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 $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

Annapolis Financial Services's CDK Position: Q3 2022 in Review

Annapolis Financial Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 273 shares — an estimated $15K sold.

Annapolis Financial Services first reported a position in CDK in Q2 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Annapolis Financial Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 273 CDK Global, Inc. shares in Q3 2022, an estimated $15K.
  • Annapolis Financial Services first reported a position in CDK Global, Inc. in Q2 2021 and held it in 5 quarters.
  • Annapolis Financial Services's CDK Global, Inc. position peaked at $15K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Annapolis Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.