CP
CDK

Castleview Partners’s CDK Global, Inc. CDK Stock Holding History

Castleview Partners’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
-95
Closed -$15K – 795
2022
Q2 		$15K Sell
95
-105
-53% -$5.68K 0.01% 417
2022
Q1 		$9K Sell
200
-8,148
-98% -$364K 0.01% 513
2021
Q4 		$200 Buy
+8,348
New +$350K ﹤0.01% 689

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 $9.54B AUM 19.86% 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

Castleview Partners's CDK Position: Q3 2022 in Review

Castleview Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 95 shares — an estimated $15K sold.

Castleview Partners first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Castleview Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 95 CDK Global, Inc. shares in Q3 2022, an estimated $15K.
  • Castleview Partners first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Castleview Partners's CDK Global, Inc. position peaked at $15K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.