Kathleen S. Wright Associates’s CDK Global, Inc. CDK Stock Holding History

Kathleen S. Wright Associates’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	-700	Closed	-$38K	–	197
2022 Q2	$38K	Hold	700	–	–	0.03%	107
2022 Q1	$34K	Hold	700	–	–	0.02%	118
2021 Q4	$29K	Buy	+700	New	+$29.4K	0.02%	115

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

Kathleen S. Wright Associates's CDK Position: Q3 2022 in Review

Kathleen S. Wright Associates sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 700 shares — an estimated $38K sold.

Kathleen S. Wright Associates first reported a position in CDK in Q4 2021 and held it in 3 quarters. The position peaked at $38K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Kathleen S. Wright Associates reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Kathleen S. Wright Associates sold 700 CDK Global, Inc. shares in Q3 2022, an estimated $38K.
Kathleen S. Wright Associates first reported a position in CDK Global, Inc. in Q4 2021 and held it in 3 quarters.
Kathleen S. Wright Associates's CDK Global, Inc. position peaked at $38K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2022, filed 19 Oct 2022.