HFS
CDK

Heritage Financial Services’s CDK Global, Inc. CDK Stock Holding History

Heritage Financial 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
-66
Closed -$3K – 545
2022
Q2 		$3K Buy
+66
New +$3.57K ﹤0.01% 407

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

Heritage Financial Services's CDK Position: Q3 2022 in Review

Heritage Financial Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 66 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in CDK in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Heritage Financial Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 66 CDK Global, Inc. shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in CDK Global, Inc. in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's CDK Global, Inc. position peaked at $3K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.