Polaris Wealth Advisory Group’s CDK Global, Inc. CDK Stock Holding History

Polaris Wealth Advisory Group’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	-4,060	Closed	-$222K	–	183
2022 Q2	$222K	Hold	4,060	–	–	0.02%	124
2022 Q1	$221K	Buy	+4,060	New	+$182K	0.01%	148
2021 Q3	–	Sell	-4,060	Closed	-$203K	–	209
2021 Q2	$203K	Hold	4,060	–	–	0.01%	161
2021 Q1	$219K	Hold	4,060	–	–	0.01%	161
2020 Q4	$214K	Buy	+4,060	New	+$193K	0.02%	167
2018 Q4	–	Sell	-2,970	Closed	-$186K	–	499
2018 Q3	$186K	Buy	+2,970	New	+$188K	0.01%	162
2018 Q2	–	Sell	-2,970	Closed	-$188K	–	450
2018 Q1	$188K	Hold	2,970	–	–	0.02%	140
2017 Q4	$212K	Buy	+2,970	New	+$199K	0.02%	137

Other funds holding CDK

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

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

Polaris Wealth Advisory Group's CDK Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,060 shares — an estimated $222K sold.

Polaris Wealth Advisory Group first reported a position in CDK in Q4 2017 and held it in 8 quarters. The position peaked at $222K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Polaris Wealth Advisory Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,060 CDK Global, Inc. shares in Q3 2022, an estimated $222K.
Polaris Wealth Advisory Group first reported a position in CDK Global, Inc. in Q4 2017 and held it in 8 quarters.
Polaris Wealth Advisory Group's CDK Global, Inc. position peaked at $222K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.