RIM
CDK

Rockbridge Investment Management’s CDK Global, Inc. CDK Stock Holding History

Rockbridge Investment Management’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
-59
Closed -$3.23K – 641
2022
Q2 		$3.23K Hold
59
– – ﹤0.01% 503
2022
Q1 		$2.9K Hold
59
– – ﹤0.01% 679
2021
Q4 		$2K Hold
59
– – ﹤0.01% 745
2021
Q3 		$3K Hold
59
– – ﹤0.01% 662
2021
Q2 		$3K Hold
59
– – ﹤0.01% 663
2021
Q1 		$3K Hold
59
– – ﹤0.01% 637
2020
Q4 		$3K Hold
59
– – ﹤0.01% 619
2020
Q3 		$3K Hold
59
– – ﹤0.01% 577
2020
Q2 		$2K Buy
+59
New +$2.27K ﹤0.01% 578

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

Rockbridge Investment Management's CDK Position: Q3 2022 in Review

Rockbridge Investment Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 59 shares — an estimated $3.23K sold.

Rockbridge Investment Management first reported a position in CDK in Q2 2020 and held it in 9 quarters. The position peaked at $3.23K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Rockbridge Investment Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 59 CDK Global, Inc. shares in Q3 2022, an estimated $3.23K.
  • Rockbridge Investment Management first reported a position in CDK Global, Inc. in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's CDK Global, Inc. position peaked at $3.23K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.