PPWM
CDK

PFG Private Wealth Management’s CDK Global, Inc. CDK Stock Holding History

PFG Private Wealth Management’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
-329
Closed -$18K – 379
2022
Q2 		$18K Hold
329
– – 0.01% 179
2022
Q1 		$16K Hold
329
– – 0.01% 186
2021
Q4 		$14K Hold
329
– – 0.01% 189
2021
Q3 		$14K Buy
+329
New +$14.8K 0.01% 182

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

PFG Private Wealth Management's CDK Position: Q3 2022 in Review

PFG Private Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 329 shares — an estimated $18K sold.

PFG Private Wealth Management first reported a position in CDK in Q3 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • PFG Private Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 329 CDK Global, Inc. shares in Q3 2022, an estimated $18K.
  • PFG Private Wealth Management first reported a position in CDK Global, Inc. in Q3 2021 and held it in 4 quarters.
  • PFG Private Wealth Management's CDK Global, Inc. position peaked at $18K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on PFG Private Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.