HighMark Wealth Management’s CDK Global, Inc. CDK Stock Holding History

HighMark Wealth Management’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	-276	Closed	-$15K	–	577
2022 Q2	$15K	Hold	276	–	–	0.01%	203
2022 Q1	$13K	Hold	276	–	–	0.01%	233
2021 Q4	$12K	Hold	276	–	–	0.01%	242
2021 Q3	$12K	Hold	276	–	–	0.01%	236
2021 Q2	$14K	Hold	276	–	–	0.01%	219
2021 Q1	$15K	Hold	276	–	–	0.01%	193
2020 Q4	$14K	Hold	276	–	–	0.01%	189
2020 Q3	$12K	Hold	276	–	–	0.01%	208
2020 Q2	$11K	Hold	276	–	–	0.01%	189
2020 Q1	$9K	Hold	276	–	–	0.01%	162
2019 Q4	$15K	Buy	+276	New	+$14.2K	0.02%	160

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 $8.74B AUM 14.62% 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

HighMark Wealth Management's CDK Position: Q3 2022 in Review

HighMark Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 276 shares — an estimated $15K sold.

HighMark Wealth Management first reported a position in CDK in Q4 2019 and held it in 11 quarters. The position peaked at $15K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

HighMark Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
HighMark Wealth Management sold 276 CDK Global, Inc. shares in Q3 2022, an estimated $15K.
HighMark Wealth Management first reported a position in CDK Global, Inc. in Q4 2019 and held it in 11 quarters.
HighMark Wealth Management's CDK Global, Inc. position peaked at $15K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on HighMark Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.