Avion Wealth’s CDK Global, Inc. CDK Stock Holding History

Avion Wealth’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	-127	Closed	-$7K	–	595
2022 Q2	$7K	Hold	127	–	–	﹤0.01%	300
2022 Q1	$6K	Hold	127	–	–	﹤0.01%	286
2021 Q4	$5K	Hold	127	–	–	﹤0.01%	292
2021 Q3	$5K	Hold	127	–	–	﹤0.01%	288
2021 Q2	$6K	Hold	127	–	–	﹤0.01%	267
2021 Q1	$7K	Hold	127	–	–	﹤0.01%	243
2020 Q4	$7K	Hold	127	–	–	﹤0.01%	254
2020 Q3	$6K	Hold	127	–	–	﹤0.01%	227
2020 Q2	$5K	Hold	127	–	–	﹤0.01%	206
2020 Q1	$4K	Buy	+127	New	+$6.07K	﹤0.01%	234

Other funds holding CDK

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

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

Avion Wealth's CDK Position: Q3 2022 in Review

Avion Wealth sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 127 shares — an estimated $7K sold.

Avion Wealth first reported a position in CDK in Q1 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Avion Wealth reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Avion Wealth sold 127 CDK Global, Inc. shares in Q3 2022, an estimated $7K.
Avion Wealth first reported a position in CDK Global, Inc. in Q1 2020 and held it in 10 quarters.
Avion Wealth's CDK Global, Inc. position peaked at $7K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Avion Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.