BEI
CDK

Benjamin Edwards Inc’s CDK Global, Inc. CDK Stock Holding History

Benjamin Edwards Inc’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
-86
Closed -$5K – 754
2022
Q2 		$5K Hold
86
– – ﹤0.01% 629
2022
Q1 		$4K Hold
86
– – ﹤0.01% 667
2021
Q4 		$4K Hold
86
– – ﹤0.01% 658
2021
Q3 		$4K Hold
86
– – ﹤0.01% 495
2021
Q2 		$4K Hold
86
– – ﹤0.01% 396
2021
Q1 		$5K Hold
86
– – ﹤0.01% 357
2020
Q4 		$4K Hold
86
– – ﹤0.01% 359
2020
Q3 		$4K Hold
86
– – ﹤0.01% 345
2020
Q2 		$4K Hold
86
– – ﹤0.01% 353
2020
Q1 		$3K Hold
86
– – ﹤0.01% 349
2019
Q4 		$5K Hold
86
– – 0.01% 259
2019
Q3 		$4K Hold
86
– – 0.01% 272
2019
Q2 		$4K Hold
86
– – 0.01% 278
2019
Q1 		$5K Buy
+86
New +$4.69K 0.02% 248

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

Benjamin Edwards Inc's CDK Position: Q3 2022 in Review

Benjamin Edwards Inc sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 86 shares — an estimated $5K sold.

Benjamin Edwards Inc first reported a position in CDK in Q1 2019 and held it in 14 quarters. The position peaked at $5K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Benjamin Edwards Inc reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 86 CDK Global, Inc. shares in Q3 2022, an estimated $5K.
  • Benjamin Edwards Inc first reported a position in CDK Global, Inc. in Q1 2019 and held it in 14 quarters.
  • Benjamin Edwards Inc's CDK Global, Inc. position peaked at $5K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Benjamin Edwards Inc's 13F filing for Q3 2022, filed 28 Oct 2022.