CA
CDK

Clearstead Advisors’s CDK Global, Inc. CDK Stock Holding History

Clearstead 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
-1,548
Closed -$85K – 1406
2022
Q2 		$85K Buy
1,548
+68
+5% +$3.68K 0.01% 524
2022
Q1 		$72K Hold
1,480
– – ﹤0.01% 613
2021
Q4 		$62K Buy
1,480
+5
+0.3% +$210 ﹤0.01% 620
2021
Q3 		$63K Sell
1,475
-33
-2% -$1.49K ﹤0.01% 578
2021
Q2 		$75K Buy
1,508
+42
+3% +$2.22K 0.01% 497
2021
Q1 		$79K Buy
1,466
+1,400
+2,121% +$72.6K 0.01% 479
2020
Q4 		$3K Hold
66
– – ﹤0.01% 870
2020
Q3 		$3K Hold
66
– – ﹤0.01% 802
2020
Q2 		$3K Hold
66
– – ﹤0.01% 727
2020
Q1 		$2K Buy
+66
New +$3.15K ﹤0.01% 742

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

Clearstead Advisors's CDK Position: Q3 2022 in Review

Clearstead Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,548 shares — an estimated $85K sold.

Clearstead Advisors first reported a position in CDK in Q1 2020 and held it in 10 quarters. The position peaked at $85K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Clearstead Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,548 CDK Global, Inc. shares in Q3 2022, an estimated $85K.
  • Clearstead Advisors first reported a position in CDK Global, Inc. in Q1 2020 and held it in 10 quarters.
  • Clearstead Advisors's CDK Global, Inc. position peaked at $85K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.