Heritage Wealth Management (Arizona)’s CDK Global, Inc. CDK Stock Holding History

Heritage Wealth Management (Arizona)’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	-48	Closed	-$2.63K	–	1127
2022 Q2	$2.63K	Sell	48 -146	-75%	-$7.89K	﹤0.01%	852
2022 Q1	$9K	Buy	+194	New	+$8.68K	﹤0.01%	732
2021 Q3	$8K	Hold	194	–	–	﹤0.01%	688
2021 Q2	$10K	Hold	194	–	–	﹤0.01%	668
2021 Q1	$10K	Buy	+194	New	+$10.1K	0.01%	579

Other funds holding CDK

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

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 Management (Arizona)'s CDK Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 48 shares — an estimated $2.63K sold.

Heritage Wealth Management (Arizona) first reported a position in CDK in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 48 CDK Global, Inc. shares in Q3 2022, an estimated $2.63K.
Heritage Wealth Management (Arizona) first reported a position in CDK Global, Inc. in Q1 2021 and held it in 5 quarters.
Heritage Wealth Management (Arizona)'s CDK Global, Inc. position peaked at $10K in Q2 2021.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.