PMFA
CDK

Plante Moran Financial Advisors’s CDK Global, Inc. CDK Stock Holding History

Plante Moran Financial 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
-430
Closed -$24K – 1117
2022
Q2 		$24K Hold
430
– – ﹤0.01% 436
2022
Q1 		$21K Sell
430
-266
-38% -$11.9K ﹤0.01% 493
2021
Q4 		$29K Sell
696
-165
-19% -$6.92K ﹤0.01% 475
2021
Q3 		$37K Buy
861
+165
+24% +$7.43K 0.01% 436
2021
Q2 		$35K Hold
696
– – 0.01% 445
2021
Q1 		$38K Hold
696
– – 0.01% 419
2020
Q4 		$36K Sell
696
-163
-19% -$7.73K 0.01% 414
2020
Q3 		$37K Hold
859
– – 0.01% 376
2020
Q2 		$36K Hold
859
– – 0.01% 344
2020
Q1 		$28K Sell
859
-33
-4% -$1.58K 0.01% 339
2019
Q4 		$49K Hold
892
– – 0.02% 328
2019
Q3 		$43K Buy
892
+43
+5% +$2.06K 0.01% 365
2019
Q2 		$42K Sell
849
-43
-5% -$2.3K 0.01% 373
2019
Q1 		$52K Buy
892
+33
+4% +$1.8K 0.02% 323
2018
Q4 		$41K Sell
859
-1,144
-57% -$60.4K 0.01% 328
2018
Q3 		$125K Buy
2,003
+133
+7% +$8.43K 0.04% 194
2018
Q2 		$122K Buy
1,870
+72
+4% +$4.66K 0.06% 211
2018
Q1 		$114K Hold
1,798
– – 0.06% 216
2017
Q4 		$128K Hold
1,798
– – 0.07% 190
2017
Q3 		$113K Hold
1,798
– – 0.07% 192
2017
Q2 		$112K Sell
1,798
-58
-3% -$3.64K 0.07% 189
2017
Q1 		$121K Hold
1,856
– – 0.07% 181
2016
Q4 		$111K Buy
1,856
+2
+0.1% +$114 0.07% 204
2016
Q3 		$106K Buy
1,854
+147
+9% +$8.46K 0.07% 198
2016
Q2 		$95K Hold
1,707
– – 0.07% 194
2016
Q1 		$79K Sell
1,707
-66
-4% -$2.94K 0.06% 202
2015
Q4 		$84K Hold
1,773
– – 0.06% 212
2015
Q3 		$85K Sell
1,773
-3
-0.2% -$152 0.07% 200
2015
Q2 		$96K Buy
1,776
+1
+0.1% +$51 0.07% 202
2015
Q1 		$83K Sell
1,775
-1
-0.1% -$46 0.06% 212
2014
Q4 		$72K Buy
+1,776
New +$62.9K 0.05% 228

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

Plante Moran Financial Advisors's CDK Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 430 shares — an estimated $24K sold.

Plante Moran Financial Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $128K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 430 CDK Global, Inc. shares in Q3 2022, an estimated $24K.
  • Plante Moran Financial Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Plante Moran Financial Advisors's CDK Global, Inc. position peaked at $128K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.