PWMG
CDK

Prestige Wealth Management Group’s CDK Global, Inc. CDK Stock Holding History

Prestige Wealth Management 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
-2,332
Closed -$128K – 1113
2022
Q2 		$128K Sell
2,332
-9
-0.4% -$486 0.03% 158
2022
Q1 		$114K Hold
2,341
– – 0.03% 177
2021
Q4 		$97K Sell
2,341
-16
-0.7% -$671 0.02% 199
2021
Q3 		$100K Buy
2,357
+399
+20% +$18K 0.03% 189
2021
Q2 		$97K Hold
1,958
– – 0.03% 185
2021
Q1 		$105K Sell
1,958
-30
-2% -$1.56K 0.03% 180
2020
Q4 		$103K Sell
1,988
-91
-4% -$4.32K 0.03% 173
2020
Q3 		$91K Hold
2,079
– – 0.03% 186
2020
Q2 		$86K Buy
2,079
+146
+8% +$5.62K 0.03% 170
2020
Q1 		$63K Sell
1,933
-5
-0.3% -$239 0.03% 156
2019
Q4 		$106K Buy
1,938
+5
+0.3% +$257 0.06% 162
2019
Q3 		$93K Hold
1,933
– – 0.05% 157
2019
Q2 		$96K Hold
1,933
– – 0.06% 154
2019
Q1 		$114K Sell
1,933
-11
-0.6% -$600 0.07% 138
2018
Q4 		$93K Buy
+1,944
New +$103K 0.07% 148

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 $8.74B AUM 14.62% 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

Prestige Wealth Management Group's CDK Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 2,332 shares — an estimated $128K sold.

Prestige Wealth Management Group first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $128K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 2,332 CDK Global, Inc. shares in Q3 2022, an estimated $128K.
  • Prestige Wealth Management Group first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
  • Prestige Wealth Management Group's CDK Global, Inc. position peaked at $128K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.