CWP
CDK

Concord Wealth Partners’s CDK Global, Inc. CDK Stock Holding History

Concord Wealth 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
-767
Closed -$42K – 1276
2022
Q2 		$42K Sell
767
-32
-4% -$1.73K 0.01% 402
2022
Q1 		$39K Hold
799
– – 0.01% 479
2021
Q4 		$33K Buy
+799
New +$33.5K 0.01% 538

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

Concord Wealth Partners's CDK Position: Q3 2022 in Review

Concord Wealth Partners sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 767 shares — an estimated $42K sold.

Concord Wealth Partners first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $42K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Concord Wealth Partners reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 767 CDK Global, Inc. shares in Q3 2022, an estimated $42K.
  • Concord Wealth Partners first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's CDK Global, Inc. position peaked at $42K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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