BWM
CDK

BerganKDV Wealth Management’s CDK Global, Inc. CDK Stock Holding History

BerganKDV Wealth Management’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
-35
Closed -$2K – 1102
2022
Q2 		$2K Sell
35
-21
-38% -$1.14K ﹤0.01% 868
2022
Q1 		$3K Hold
56
– – ﹤0.01% 828
2021
Q4 		$2K Sell
56
-13
-19% -$546 ﹤0.01% 951
2021
Q3 		$3K Sell
69
-3
-4% -$135 ﹤0.01% 854
2021
Q2 		$4K Hold
72
– – ﹤0.01% 747
2021
Q1 		$4K Buy
72
+4
+6% +$208 ﹤0.01% 717
2020
Q4 		$4K Hold
68
– – ﹤0.01% 712
2020
Q3 		$3K Buy
68
+12
+21% +$534 ﹤0.01% 672
2020
Q2 		$2K Buy
56
+7
+14% +$269 ﹤0.01% 804
2020
Q1 		$2K Hold
49
– – ﹤0.01% 768
2019
Q4 		$3K Buy
49
+14
+40% +$719 ﹤0.01% 736
2019
Q3 		$2K Hold
35
– – ﹤0.01% 643
2019
Q2 		$2K Hold
35
– – ﹤0.01% 683
2019
Q1 		$2K Hold
35
– – ﹤0.01% 673
2018
Q4 		$2K Hold
35
– – ﹤0.01% 627
2018
Q3 		$2K Hold
35
– – ﹤0.01% 593
2018
Q2 		$2K Buy
+35
New +$2.26K ﹤0.01% 612

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

BerganKDV Wealth Management's CDK Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 35 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in CDK in Q2 2018 and held it in 17 quarters. The position peaked at $4K in Q2 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 35 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in CDK Global, Inc. in Q2 2018 and held it in 17 quarters.
  • BerganKDV Wealth Management's CDK Global, Inc. position peaked at $4K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.