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

ProVise 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	-4,989	Closed	-$273K	–	342
2022 Q2	$273K	Hold	4,989	–	–	0.03%	269
2022 Q1	$243K	Hold	4,989	–	–	0.02%	322
2021 Q4	$208K	Hold	4,989	–	–	0.02%	370
2021 Q3	$212K	Hold	4,989	–	–	0.02%	347
2021 Q2	$248K	Hold	4,989	–	–	0.03%	329
2021 Q1	$270K	Buy	+4,989	New	+$259K	0.03%	295

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

ProVise Management Group's CDK Position: Q3 2022 in Review

ProVise Management Group sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 4,989 shares — an estimated $273K sold.

ProVise Management Group first reported a position in CDK in Q1 2021 and held it in 6 quarters. The position peaked at $273K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

ProVise Management Group reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
ProVise Management Group sold 4,989 CDK Global, Inc. shares in Q3 2022, an estimated $273K.
ProVise Management Group first reported a position in CDK Global, Inc. in Q1 2021 and held it in 6 quarters.
ProVise Management Group's CDK Global, Inc. position peaked at $273K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on ProVise Management Group's 13F filing for Q3 2022, filed 9 Nov 2022.