Capstone Investment Advisors
CDK

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

Capstone 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
-70,272
Closed -$3.85M – 1953
2022
Q2 		$3.85M Buy
+70,272
New +$3.8M 0.02% 491
2017
Q2 		– Sell
-4,600
Closed -$299K – 1007
2017
Q1 		$299K Buy
+4,600
New +$295K 0.01% 708

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

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

Capstone Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 70,272 shares — an estimated $3.85M sold.

Capstone Investment Advisors first reported a position in CDK in Q1 2017 and held it in 2 quarters. The position peaked at $3.85M in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Capstone Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 70,272 CDK Global, Inc. shares in Q3 2022, an estimated $3.85M.
  • Capstone Investment Advisors first reported a position in CDK Global, Inc. in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's CDK Global, Inc. position peaked at $3.85M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Capstone Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.