HIA
CDK

Harbor Investment Advisory’s CDK Global, Inc. CDK Stock Holding History

Harbor Investment Advisory’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
-115
Closed -$6K – 1431
2022
Q2 		$6K Sell
115
-4,198
-97% -$227K ﹤0.01% 1132
2022
Q1 		$210K Buy
4,313
+1,201
+39% +$53.7K 0.03% 368
2021
Q4 		$130K Buy
3,112
+66
+2% +$2.77K 0.02% 467
2021
Q3 		$130K Hold
3,046
– – 0.02% 457
2021
Q2 		$151K Hold
3,046
– – 0.02% 422
2021
Q1 		$165K Buy
3,046
+2,997
+6,116% +$155K 0.02% 376
2020
Q4 		$3K Sell
49
-66
-57% -$3.13K ﹤0.01% 1078
2020
Q3 		$5K Hold
115
– – ﹤0.01% 958
2020
Q2 		$5K Hold
115
– – ﹤0.01% 882
2020
Q1 		$4K Hold
115
– – ﹤0.01% 888
2019
Q4 		$6K Buy
+115
New +$5.91K ﹤0.01% 704

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

Harbor Investment Advisory's CDK Position: Q3 2022 in Review

Harbor Investment Advisory sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 115 shares — an estimated $6K sold.

Harbor Investment Advisory first reported a position in CDK in Q4 2019 and held it in 11 quarters. The position peaked at $210K in Q1 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Harbor Investment Advisory reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 115 CDK Global, Inc. shares in Q3 2022, an estimated $6K.
  • Harbor Investment Advisory first reported a position in CDK Global, Inc. in Q4 2019 and held it in 11 quarters.
  • Harbor Investment Advisory's CDK Global, Inc. position peaked at $210K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Harbor Investment Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.