JNBA Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

JNBA Financial 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	-98	Closed	-$5K	–	776
2022 Q2	$5K	Hold	98	–	–	﹤0.01%	573
2022 Q1	$5K	Hold	98	–	–	﹤0.01%	564
2021 Q4	$4K	Hold	98	–	–	﹤0.01%	662
2021 Q3	$4K	Hold	98	–	–	﹤0.01%	626
2021 Q2	$5K	Hold	98	–	–	﹤0.01%	554
2021 Q1	$5K	Buy	98 +32	+48%	+$1.66K	﹤0.01%	538
2020 Q4	$3K	Hold	66	–	–	﹤0.01%	540
2020 Q3	$3K	Hold	66	–	–	﹤0.01%	505
2020 Q2	$3K	Hold	66	–	–	﹤0.01%	499
2020 Q1	$2K	Hold	66	–	–	﹤0.01%	519
2019 Q4	$4K	Hold	66	–	–	﹤0.01%	516
2019 Q3	$3K	Hold	66	–	–	﹤0.01%	533
2019 Q2	$3K	Sell	66 -13	-16%	-$696	﹤0.01%	580
2019 Q1	$5K	Hold	79	–	–	﹤0.01%	459
2018 Q4	$4K	Sell	79 -24	-23%	-$1.27K	﹤0.01%	453
2018 Q3	$6K	Buy	103 +24	+30%	+$1.52K	﹤0.01%	420
2018 Q2	$5K	Hold	79	–	–	﹤0.01%	462
2018 Q1	$5K	Hold	79	–	–	﹤0.01%	429
2017 Q4	$6K	Hold	79	–	–	﹤0.01%	404
2017 Q3	$5K	Hold	79	–	–	﹤0.01%	403
2017 Q2	$5K	Hold	79	–	–	﹤0.01%	391
2017 Q1	$5K	Hold	79	–	–	﹤0.01%	403
2016 Q4	$5K	Sell	79 -377	-83%	-$21.6K	﹤0.01%	416
2016 Q3	$26K	Buy	456 +443	+3,408%	+$25.5K	﹤0.01%	733
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	495
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	527
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	506
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	514
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	512
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	518
2014 Q4	$1K	Buy	+13	New	+$460	﹤0.01%	529

Other funds holding CDK

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

JNBA Financial Advisors's CDK Position: Q3 2022 in Review

JNBA Financial Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 98 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $26K in Q3 2016. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

JNBA Financial Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 98 CDK Global, Inc. shares in Q3 2022, an estimated $5K.
JNBA Financial Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
JNBA Financial Advisors's CDK Global, Inc. position peaked at $26K in Q3 2016.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.