CAL
CDK

Capital Advisors Ltd’s CDK Global, Inc. CDK Stock Holding History

Capital Advisors Ltd’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
-302
Closed -$17K – 1646
2022
Q2 		$17K Buy
302
+1
+0.3% +$54 ﹤0.01% 453
2022
Q1 		$15K Buy
301
+22
+8% +$984 ﹤0.01% 473
2021
Q4 		$12K Buy
+279
New +$11.7K ﹤0.01% 507

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

Capital Advisors Ltd's CDK Position: Q3 2022 in Review

Capital Advisors Ltd sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 302 shares — an estimated $17K sold.

Capital Advisors Ltd first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Capital Advisors Ltd reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 302 CDK Global, Inc. shares in Q3 2022, an estimated $17K.
  • Capital Advisors Ltd first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Capital Advisors Ltd's CDK Global, Inc. position peaked at $17K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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