RDIA
CDK

RE Dickinson Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

RE Dickinson Investment 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
-410
Closed -$22 – 302
2022
Q2 		$22 Buy
+410
New +$22.2K ﹤0.01% 121
2022
Q1 		– Sell
-410
Closed -$17K – 329
2021
Q4 		$17K Buy
+410
New +$17.2K 0.01% 152

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

RE Dickinson Investment Advisors's CDK Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 410 shares — an estimated $22 sold.

RE Dickinson Investment Advisors first reported a position in CDK in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • RE Dickinson Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 410 CDK Global, Inc. shares in Q3 2022, an estimated $22.
  • RE Dickinson Investment Advisors first reported a position in CDK Global, Inc. in Q4 2021 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's CDK Global, Inc. position peaked at $17K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.