GIA
CDK

GHP Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

GHP Investment 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
-166
Closed -$9K – 1001
2022
Q2 		$9K Hold
166
– – ﹤0.01% 713
2022
Q1 		$8K Buy
+166
New +$7.42K ﹤0.01% 772
2019
Q4 		– Sell
-4,862
Closed -$234K – 303
2019
Q3 		$234K Sell
4,862
-544
-10% -$26K 0.03% 282
2019
Q2 		$267K Sell
5,406
-198
-4% -$10.6K 0.03% 281
2019
Q1 		$330K Buy
5,604
+1
+0% +$55 0.04% 264
2018
Q4 		$268K Buy
5,603
+1
+0% +$53 0.04% 261
2018
Q3 		$350K Buy
5,602
+1
+0% +$63 0.05% 252
2018
Q2 		$364K Sell
5,601
-49
-0.9% -$3.17K 0.05% 245
2018
Q1 		$358K Sell
5,650
-519
-8% -$36.3K 0.05% 247
2017
Q4 		$440K Buy
6,169
+1
+0% +$67 0.06% 236
2017
Q3 		$389K Sell
6,168
-145
-2% -$9.13K 0.06% 247
2017
Q2 		$392K Sell
6,313
-65
-1% -$4.08K 0.06% 247
2017
Q1 		$415K Sell
6,378
-15
-0.2% -$960 0.07% 237
2016
Q4 		$382K Buy
6,393
+1
+0% +$57 0.07% 238
2016
Q3 		$367K Buy
6,392
+1
+0% +$58 0.08% 232
2016
Q2 		$355K Buy
+6,391
New +$330K 0.08% 238
2016
Q1 		– Sell
-7,071
Closed -$336K – 293
2015
Q4 		$336K Sell
7,071
-99
-1% -$4.8K 0.08% 230
2015
Q3 		$343K Sell
7,170
-39
-0.5% -$1.98K 0.09% 216
2015
Q2 		$372K Sell
7,209
-255
-3% -$13.1K 0.09% 213
2015
Q1 		$349K Sell
7,464
-332
-4% -$15.1K 0.09% 211
2014
Q4 		$318K Buy
+7,796
New +$276K 0.09% 208

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

GHP Investment Advisors's CDK Position: Q3 2022 in Review

GHP Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 166 shares — an estimated $9K sold.

GHP Investment Advisors first reported a position in CDK in Q4 2014 and held it in 21 quarters. The position peaked at $440K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • GHP Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • GHP Investment Advisors sold 166 CDK Global, Inc. shares in Q3 2022, an estimated $9K.
  • GHP Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 21 quarters.
  • GHP Investment Advisors's CDK Global, Inc. position peaked at $440K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on GHP Investment Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.