HWA
CDK

Heritage Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Heritage Wealth 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
-184
Closed -$10K – 583
2022
Q2 		$10K Hold
184
– – ﹤0.01% 467
2022
Q1 		$9K Sell
184
-581
-76% -$26K ﹤0.01% 444
2021
Q4 		$32K Sell
765
-1
-0.1% -$42 ﹤0.01% 366
2021
Q3 		$32.6K Hold
766
– – ﹤0.01% 357
2021
Q2 		$38.1K Hold
766
– – ﹤0.01% 349
2021
Q1 		$41.4K Hold
766
– – ﹤0.01% 351
2020
Q4 		$40K Hold
766
– – ﹤0.01% 348
2020
Q3 		$33.4K Hold
766
– – ﹤0.01% 307
2020
Q2 		$31.7K Hold
766
– – ﹤0.01% 285
2020
Q1 		$25.2K Sell
766
-28
-4% -$1.34K ﹤0.01% 299
2019
Q4 		$43.4K Buy
794
+28
+4% +$1.44K 0.01% 313
2019
Q3 		$36K Hold
766
– – 0.01% 306
2019
Q2 		$37.9K Hold
766
– – 0.01% 287
2019
Q1 		$45.1K Hold
766
– – 0.01% 237
2018
Q4 		$36K Hold
766
– – 0.01% 217
2018
Q3 		$47K Buy
+766
New +$48.6K 0.01% 203

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 Wealth Advisors's CDK Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 184 shares — an estimated $10K sold.

Heritage Wealth Advisors first reported a position in CDK in Q3 2018 and held it in 16 quarters. The position peaked at $47K in Q3 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 184 CDK Global, Inc. shares in Q3 2022, an estimated $10K.
  • Heritage Wealth Advisors first reported a position in CDK Global, Inc. in Q3 2018 and held it in 16 quarters.
  • Heritage Wealth Advisors's CDK Global, Inc. position peaked at $47K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.