KFS
CDK

Kelly Financial Services’s CDK Global, Inc. CDK Stock Holding History

Kelly Financial Services’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
-220
Closed -$12.1K – 722
2022
Q2 		$12.1K Hold
220
– – 0.01% 303
2022
Q1 		$10.7K Buy
220
+1
+0.5% +$45 ﹤0.01% 334
2021
Q4 		$9.14K Buy
219
+1
+0.5% +$42 ﹤0.01% 360
2021
Q3 		$9.29K Sell
218
-10,588
-98% -$477K 0.01% 342
2021
Q2 		$217K Buy
10,806
+10,589
+4,880% +$561K 0.01% 289
2021
Q1 		$11.7K Buy
217
+1
+0.5% +$52 0.01% 282
2020
Q4 		$11.2K Hold
216
– – 0.01% 253
2020
Q3 		$9.4K Buy
216
+1
+0.5% +$44 0.01% 261
2020
Q2 		$8.9K Buy
215
+1
+0.5% +$38 0.01% 262
2020
Q1 		$7.03K Buy
214
+1
+0.5% +$48 0.01% 258
2019
Q4 		$11.7K Hold
213
– – 0.01% 218
2019
Q3 		$10.2K Buy
213
+1
+0.5% +$48 0.01% 226
2019
Q2 		$10.5K Buy
212
+1
+0.5% +$54 0.01% 217
2019
Q1 		$12.4K Buy
+211
New +$11.5K 0.01% 198

Other funds holding CDK

IA
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
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

Kelly Financial Services's CDK Position: Q3 2022 in Review

Kelly Financial Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 220 shares — an estimated $12.1K sold.

Kelly Financial Services first reported a position in CDK in Q1 2019 and held it in 14 quarters. The position peaked at $217K in Q2 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Kelly Financial Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 220 CDK Global, Inc. shares in Q3 2022, an estimated $12.1K.
  • Kelly Financial Services first reported a position in CDK Global, Inc. in Q1 2019 and held it in 14 quarters.
  • Kelly Financial Services's CDK Global, Inc. position peaked at $217K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.