Evoke Wealth’s CDK Global, Inc. CDK Stock Holding History

Evoke Wealth’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	-1,666	Closed	-$91K	–	1309
2022 Q2	$91K	Hold	1,666	–	–	﹤0.01%	425
2022 Q1	$81K	Hold	1,666	–	–	﹤0.01%	457
2021 Q4	$70K	Hold	1,666	–	–	﹤0.01%	491
2021 Q3	$70K	Hold	1,666	–	–	﹤0.01%	470
2021 Q2	$83K	Buy	+1,666	New	+$88.2K	﹤0.01%	470

Other funds holding CDK

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

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

Evoke Wealth's CDK Position: Q3 2022 in Review

Evoke Wealth sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 1,666 shares — an estimated $91K sold.

Evoke Wealth first reported a position in CDK in Q2 2021 and held it in 5 quarters. The position peaked at $91K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Evoke Wealth reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 1,666 CDK Global, Inc. shares in Q3 2022, an estimated $91K.
Evoke Wealth first reported a position in CDK Global, Inc. in Q2 2021 and held it in 5 quarters.
Evoke Wealth's CDK Global, Inc. position peaked at $91K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.