BIA
CDK

Bell Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Bell Investment Advisors’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
-50
Closed -$3K – 2053
2022
Q2 		$3K Buy
+50
New +$2.7K ﹤0.01% 1066
2021
Q4 		$2K Sell
38
-17
-31% -$713 ﹤0.01% 1293
2021
Q3 		$2K Buy
+55
New +$2.48K ﹤0.01% 1218

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 $9.54B AUM 19.86% 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

Bell Investment Advisors's CDK Position: Q3 2022 in Review

Bell Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 50 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in CDK in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Bell Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 50 CDK Global, Inc. shares in Q3 2022, an estimated $3K.
  • Bell Investment Advisors first reported a position in CDK Global, Inc. in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's CDK Global, Inc. position peaked at $3K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.