GWS
CDK

Glassman Wealth Services’s CDK Global, Inc. CDK Stock Holding History

Glassman Wealth Services’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
-49
Closed -$3K – 2109
2022
Q2 		$3K Sell
49
-35
-42% -$1.89K ﹤0.01% 1185
2022
Q1 		$4K Sell
84
-7
-8% -$313 ﹤0.01% 1091
2021
Q4 		$4K Buy
91
+47
+107% +$1.97K ﹤0.01% 1061
2021
Q3 		$2K Buy
44
+34
+340% +$1.53K ﹤0.01% 1252
2021
Q2 		$0 Buy
10
+7
+233% +$371 ﹤0.01% 1729
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1703
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1574
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1555
2020
Q2 		$0 Buy
+3
New +$115 ﹤0.01% 1630
2018
Q4 		– Sell
-4
Closed – – 1039
2018
Q3 		$0 Sell
4
-4
-50% -$254 ﹤0.01% 998
2018
Q2 		$1K Hold
8
– – ﹤0.01% 759
2018
Q1 		$1K Hold
8
– – ﹤0.01% 696
2017
Q4 		$1K Buy
+8
New +$537 ﹤0.01% 635
2016
Q1 		– Sell
-184
Closed -$9K – 447
2015
Q4 		$9K Buy
+184
New +$8.93K 0.01% 329
2015
Q1 		– Sell
-50
Closed -$2K – 472
2014
Q4 		$2K Buy
+50
New +$1.77K ﹤0.01% 456

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Glassman Wealth Services's CDK Position: Q3 2022 in Review

Glassman Wealth Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 49 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in CDK in Q4 2014 and held it in 15 quarters. The position peaked at $9K in Q4 2015. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Glassman Wealth Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 49 CDK Global, Inc. shares in Q3 2022, an estimated $3K.
  • Glassman Wealth Services first reported a position in CDK Global, Inc. in Q4 2014 and held it in 15 quarters.
  • Glassman Wealth Services's CDK Global, Inc. position peaked at $9K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.