IA
CDK

IFS Advisors’s CDK Global, Inc. CDK Stock Holding History

IFS 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
-112
Closed -$6K – 135
2022
Q2 		$6K Hold
112
– – 0.02% 64
2022
Q1 		$5K Hold
112
– – ﹤0.01% 78
2021
Q4 		$4K Buy
+112
New +$4.7K ﹤0.01% 91

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 $8.74B AUM 14.62% 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

IFS Advisors's CDK Position: Q3 2022 in Review

IFS Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 112 shares — an estimated $6K sold.

IFS Advisors first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • IFS Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • IFS Advisors sold 112 CDK Global, Inc. shares in Q3 2022, an estimated $6K.
  • IFS Advisors first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
  • IFS Advisors's CDK Global, Inc. position peaked at $6K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on IFS Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.