PFS
CDK

Prospera Financial Services’s CDK Global, Inc. CDK Stock Holding History

Prospera Financial Services’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
-165
Closed -$9K – 1686
2022
Q2 		$9K Hold
165
– – ﹤0.01% 1379
2022
Q1 		$8K Buy
+165
New +$7.38K ﹤0.01% 2147
2020
Q4 		– Sell
-118
Closed -$5K – 1691
2020
Q3 		$5K Buy
+118
New +$5.25K ﹤0.01% 1308

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

Prospera Financial Services's CDK Position: Q3 2022 in Review

Prospera Financial Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 165 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in CDK in Q3 2020 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Prospera Financial Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 165 CDK Global, Inc. shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in CDK Global, Inc. in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's CDK Global, Inc. position peaked at $9K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.