C
CDK

Covestor’s CDK Global, Inc. CDK Stock Holding History

Covestor’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
-1,412
Closed -$77K – 2857
2022
Q2 		$77K Sell
1,412
-326
-19% -$17.6K 0.06% 558
2022
Q1 		$85K Buy
1,738
+827
+91% +$37K 0.06% 610
2021
Q4 		$38K Buy
+911
New +$38.2K 0.05% 687

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

Covestor's CDK Position: Q3 2022 in Review

Covestor sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,412 shares — an estimated $77K sold.

Covestor first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $85K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Covestor reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Covestor sold 1,412 CDK Global, Inc. shares in Q3 2022, an estimated $77K.
  • Covestor first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • Covestor's CDK Global, Inc. position peaked at $85K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Covestor's 13F filing for Q3 2022, filed 14 Nov 2022.