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

JFS 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 Q2	–	Sell	-57	Closed	-$3K	–	2006
2022 Q1	$3K	Buy	57 +36	+171%	+$1.61K	﹤0.01%	1352
2021 Q4	$1K	Buy	+21	New	+$881	﹤0.01%	1677
2019 Q2	–	Sell	-66	Closed	-$3.54K	–	494
2019 Q1	$4K	Hold	66	–	–	﹤0.01%	412
2018 Q4	$3K	Buy	+66	New	+$3.48K	﹤0.01%	418
2018 Q2	–	Sell	-2	Closed	–	–	561
2018 Q1	$0	Buy	+2	New	+$140	﹤0.01%	580
2015 Q1	–	Sell	-6	Closed	–	–	545
2014 Q4	$0	Buy	+6	New	+$213	﹤0.01%	545

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFS Wealth Advisors's CDK Position: Q2 2022 in Review

JFS Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q2 2022, closing a stake of 57 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in CDK in Q4 2014 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

JFS Wealth Advisors reported no remaining CDK Global, Inc. position as of Q2 2022 after selling out during the quarter.
JFS Wealth Advisors sold 57 CDK Global, Inc. shares in Q2 2022, an estimated $3K.
JFS Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 6 quarters.
JFS Wealth Advisors's CDK Global, Inc. position peaked at $4K in Q1 2019.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.