LWANC
CDK

Laurel Wealth Advisors (North Carolina)’s CDK Global, Inc. CDK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-305
Closed -$17K – 643
2022
Q2 		$17K Hold
305
– – ﹤0.01% 347
2022
Q1 		$15K Hold
305
– – ﹤0.01% 378
2021
Q4 		$13K Hold
305
– – ﹤0.01% 396
2021
Q3 		$13K Hold
305
– – ﹤0.01% 390
2021
Q2 		$15K Hold
305
– – ﹤0.01% 418
2021
Q1 		$16K Hold
305
– – ﹤0.01% 378
2020
Q4 		$16K Hold
305
– – ﹤0.01% 373
2020
Q3 		$13K Hold
305
– – ﹤0.01% 367
2020
Q2 		$13K Sell
305
-33
-10% -$1.27K ﹤0.01% 355
2020
Q1 		$11K Sell
338
-233
-41% -$11.1K ﹤0.01% 356
2019
Q4 		$31K Sell
571
-38
-6% -$1.95K 0.01% 289
2019
Q3 		$29K Sell
609
-64
-10% -$3.06K 0.01% 288
2019
Q2 		$33K Hold
673
– – 0.01% 277
2019
Q1 		$40K Hold
673
– – 0.01% 250
2018
Q4 		$32K Buy
+673
New +$35.5K 0.01% 257

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 $9.54B AUM 19.86% 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

Laurel Wealth Advisors (North Carolina)'s CDK Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 305 shares — an estimated $17K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $40K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 305 CDK Global, Inc. shares in Q3 2022, an estimated $17K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
  • Laurel Wealth Advisors (North Carolina)'s CDK Global, Inc. position peaked at $40K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.