CAPTRUST Financial Advisors
CDK

CAPTRUST Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

CAPTRUST Financial 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
-2,796
Closed -$153K – 4621
2022
Q2 		$153K Sell
2,796
-1,478
-35% -$79.9K ﹤0.01% 1889
2022
Q1 		$208K Buy
4,274
+580
+16% +$25.9K ﹤0.01% 1697
2021
Q4 		$154K Buy
3,694
+158
+4% +$6.63K ﹤0.01% 1830
2021
Q3 		$150K Buy
3,536
+913
+35% +$41.1K ﹤0.01% 1765
2021
Q2 		$130K Sell
2,623
-135
-5% -$7.15K ﹤0.01% 1826
2021
Q1 		$149K Buy
2,758
+417
+18% +$21.6K ﹤0.01% 1686
2020
Q4 		$121K Buy
2,341
+10
+0.4% +$474 ﹤0.01% 1416
2020
Q3 		$103K Buy
2,331
+188
+9% +$8.36K ﹤0.01% 1331
2020
Q2 		$88K Sell
2,143
-133
-6% -$5.12K ﹤0.01% 1395
2020
Q1 		$69K Buy
+2,276
New +$109K ﹤0.01% 1271
2019
Q4 		– Sell
-120
Closed -$6K – 1957
2019
Q3 		$6K Sell
120
-66
-35% -$3.16K ﹤0.01% 1627
2019
Q2 		$9K Sell
186
-200
-52% -$10.7K ﹤0.01% 1542
2019
Q1 		$23K Buy
386
+81
+27% +$4.42K ﹤0.01% 1135
2018
Q4 		$15K Hold
305
– – ﹤0.01% 1115
2018
Q3 		$19K Buy
305
+39
+15% +$2.47K ﹤0.01% 1034
2018
Q2 		$17K Hold
266
– – ﹤0.01% 1013
2018
Q1 		$17K Hold
266
– – ﹤0.01% 891
2017
Q4 		$19K Buy
+266
New +$17.9K ﹤0.01% 808

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

CAPTRUST Financial Advisors's CDK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 2,796 shares — an estimated $153K sold.

CAPTRUST Financial Advisors first reported a position in CDK in Q4 2017 and held it in 18 quarters. The position peaked at $208K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,796 CDK Global, Inc. shares in Q3 2022, an estimated $153K.
  • CAPTRUST Financial Advisors first reported a position in CDK Global, Inc. in Q4 2017 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's CDK Global, Inc. position peaked at $208K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.