Nisa Investment Advisors
CDK

Nisa Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Nisa Investment 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
-47,262
Closed -$2.59M – 2685
2022
Q2 		$2.59M Buy
47,262
+9,976
+27% +$539K 0.02% 562
2022
Q1 		$1.81M Hold
37,286
– – 0.01% 694
2021
Q4 		$1.6M Sell
37,286
-7,736
-17% -$325K 0.01% 700
2021
Q3 		$1.92K Hold
45,022
– – 0.01% 713
2021
Q2 		$2.24K Sell
45,022
-3,466
-7% -$184K 0.01% 686
2021
Q1 		$2.62K Hold
48,488
– – 0.02% 643
2020
Q4 		$2.51M Sell
48,488
-29,354
-38% -$1.39M 0.02% 630
2020
Q3 		$3.39M Buy
77,842
+29,354
+61% +$1.31M 0.03% 462
2020
Q2 		$2.01M Sell
48,488
-1,000
-2% -$38.5K 0.02% 584
2020
Q1 		$1.63M Sell
49,488
-50
-0.1% -$2.39K 0.02% 583
2019
Q4 		$2.71M Hold
49,538
– – 0.02% 538
2019
Q3 		$2.38M Hold
49,538
– – 0.02% 575
2019
Q2 		$2.45M Sell
49,538
-916
-2% -$49.1K 0.02% 561
2019
Q1 		$2.97M Sell
50,454
-600
-1% -$32.7K 0.03% 501
2018
Q4 		$2.44M Hold
51,054
– – 0.03% 516
2018
Q3 		$3.19M Sell
51,054
-33
-0.1% -$2.09K 0.03% 498
2018
Q2 		$3.32M Sell
51,087
-765
-1% -$49.5K 0.03% 459
2018
Q1 		$3.31M Sell
51,852
-400
-0.8% -$28K 0.03% 459
2017
Q4 		$3.73M Sell
52,252
-316
-0.6% -$21.2K 0.04% 422
2017
Q3 		$3.32M Sell
52,568
-1,300
-2% -$81.9K 0.04% 440
2017
Q2 		$3.34M Buy
53,868
+500
+0.9% +$31.4K 0.04% 425
2017
Q1 		$3.47M Hold
53,368
– – 0.04% 421
2016
Q4 		$3.19M Sell
53,368
-100
-0.2% -$5.72K 0.04% 443
2016
Q3 		$3.07M Hold
53,468
– – 0.04% 430
2016
Q2 		$2.97M Buy
53,468
+50
+0.1% +$2.58K 0.04% 430
2016
Q1 		$2.49M Sell
53,418
-400
-0.7% -$17.8K 0.04% 471
2015
Q4 		$2.56M Sell
53,818
-1,876
-3% -$91K 0.04% 462
2015
Q3 		$2.67M Sell
55,694
-2,233
-4% -$113K 0.04% 438
2015
Q2 		$3.13M Sell
57,927
-2,600
-4% -$133K 0.04% 421
2015
Q1 		$2.83M Sell
60,527
-1,016
-2% -$46.3K 0.04% 459
2014
Q4 		$2.51M Buy
+61,543
New +$2.18M 0.03% 504

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

Nisa Investment Advisors's CDK Position: Q3 2022 in Review

Nisa Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 47,262 shares — an estimated $2.59M sold.

Nisa Investment Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $3.73M in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Nisa Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 47,262 CDK Global, Inc. shares in Q3 2022, an estimated $2.59M.
  • Nisa Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Nisa Investment Advisors's CDK Global, Inc. position peaked at $3.73M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

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