Carson Wealth (CWM LLC)
CDK

Carson Wealth (CWM LLC)’s CDK Global, Inc. CDK Stock Holding History

Carson Wealth (CWM LLC)’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
-622
Closed -$34K – 4343
2022
Q2 		$34K Sell
622
-683
-52% -$36.9K ﹤0.01% 1827
2022
Q1 		$64K Buy
1,305
+90
+7% +$4.03K ﹤0.01% 1507
2021
Q4 		$51K Buy
+1,215
New +$51K ﹤0.01% 1560
2021
Q2 		$50K Hold
1,009
– – ﹤0.01% 1405
2021
Q1 		$50K Hold
1,009
– – ﹤0.01% 1405
2020
Q4 		$50K Hold
1,009
– – ﹤0.01% 1405
2020
Q3 		$50K Hold
1,009
– – ﹤0.01% 1405
2020
Q2 		$50K Hold
1,009
– – ﹤0.01% 1404
2020
Q1 		$50K Hold
1,009
– – ﹤0.01% 1404
2019
Q4 		$50K Hold
1,009
– – ﹤0.01% 1404
2019
Q3 		$50K Hold
1,009
– – ﹤0.01% 1404
2019
Q2 		$50K Hold
1,009
– – ﹤0.01% 1404
2019
Q1 		$50K Buy
1,009
+167
+20% +$9.11K ﹤0.01% 1404
2018
Q4 		$40K Buy
842
+43
+5% +$2.27K ﹤0.01% 931
2018
Q3 		$50K Sell
799
-28
-3% -$1.77K ﹤0.01% 754
2018
Q2 		$54K Buy
827
+28
+4% +$1.81K ﹤0.01% 616
2018
Q1 		$51K Hold
799
– – ﹤0.01% 552
2017
Q4 		$57K Sell
799
-18
-2% -$1.21K ﹤0.01% 509
2017
Q3 		$52K Buy
817
+18
+2% +$1.13K ﹤0.01% 515
2017
Q2 		$50K Hold
799
– – ﹤0.01% 480
2017
Q1 		$52K Hold
799
– – ﹤0.01% 456
2016
Q4 		$48K Buy
799
+579
+263% +$33.1K ﹤0.01% 456
2016
Q3 		$13K Sell
220
-43
-16% -$2.47K ﹤0.01% 644
2016
Q2 		$15K Buy
263
+36
+16% +$1.86K ﹤0.01% 506
2016
Q1 		$11K Sell
227
-535
-70% -$23.8K ﹤0.01% 519
2015
Q4 		$36K Buy
762
+509
+201% +$24.7K ﹤0.01% 349
2015
Q3 		$12K Buy
+253
New +$12.8K ﹤0.01% 436

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

Carson Wealth (CWM LLC)'s CDK Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 622 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in CDK in Q3 2015 and held it in 27 quarters. The position peaked at $64K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 622 CDK Global, Inc. shares in Q3 2022, an estimated $34K.
  • Carson Wealth (CWM LLC) first reported a position in CDK Global, Inc. in Q3 2015 and held it in 27 quarters.
  • Carson Wealth (CWM LLC)'s CDK Global, Inc. position peaked at $64K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.