RWA
CDK

Ropes Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Ropes Wealth 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
-6,280
Closed -$344K – 284
2022
Q2 		$344K Sell
6,280
-275
-4% -$14.9K 0.07% 197
2022
Q1 		$319K Sell
6,555
-2,132
-25% -$95.4K 0.05% 237
2021
Q4 		$363K Buy
8,687
+1,898
+28% +$79.7K 0.06% 198
2021
Q3 		$289K Sell
6,789
-360
-5% -$16.2K 0.05% 232
2021
Q2 		$355K Sell
7,149
-862
-11% -$45.6K 0.06% 207
2021
Q1 		$422K Buy
8,011
+529
+7% +$27.4K 0.07% 175
2020
Q4 		$388K Hold
7,482
– – 0.06% 174
2020
Q3 		$326K Hold
7,482
– – 0.06% 168
2020
Q2 		$310K Hold
7,482
– – 0.06% 166
2020
Q1 		$246K Sell
7,482
-10
-0.1% -$478 0.06% 162
2019
Q4 		$410K Sell
7,492
-63
-0.8% -$3.24K 0.09% 157
2019
Q3 		$363K Sell
7,555
-33
-0.4% -$1.58K 0.08% 165
2019
Q2 		$375K Sell
7,588
-66
-0.9% -$3.54K 0.08% 165
2019
Q1 		$450K Sell
7,654
-56
-0.7% -$3.05K 0.12% 146
2018
Q4 		$369K Sell
7,710
-564
-7% -$29.8K 0.11% 158
2018
Q3 		$518K Buy
8,274
+66
+0.8% +$4.18K 0.13% 142
2018
Q2 		$534K Hold
8,208
– – 0.14% 130
2018
Q1 		$520K Buy
8,208
+466
+6% +$32.6K 0.14% 134
2017
Q4 		$552K Sell
7,742
-41
-0.5% -$2.75K 0.14% 131
2017
Q3 		$491K Sell
7,783
-179
-2% -$11.3K 0.13% 139
2017
Q2 		$494K Sell
7,962
-472
-6% -$29.6K 0.14% 132
2017
Q1 		$548K Buy
8,434
+413
+5% +$26.4K 0.16% 126
2016
Q4 		$479K Hold
8,021
– – 0.15% 126
2016
Q3 		$460K Buy
8,021
+472
+6% +$27.2K 0.16% 123
2016
Q2 		$419K Buy
7,549
+226
+3% +$11.7K 0.15% 124
2016
Q1 		$341K Buy
7,323
+208
+3% +$9.26K 0.15% 113
2015
Q4 		$338K Buy
7,115
+2,658
+60% +$129K 0.15% 119
2015
Q3 		$213K Sell
4,457
-89
-2% -$4.51K 0.11% 131
2015
Q2 		$245K Sell
4,546
-379
-8% -$19.4K 0.13% 113
2015
Q1 		$230K Buy
+4,925
New +$225K 0.12% 119

Other funds holding CDK

IA
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
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

Ropes Wealth Advisors's CDK Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,280 shares — an estimated $344K sold.

Ropes Wealth Advisors first reported a position in CDK in Q1 2015 and held it in 30 quarters. The position peaked at $552K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Ropes Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 6,280 CDK Global, Inc. shares in Q3 2022, an estimated $344K.
  • Ropes Wealth Advisors first reported a position in CDK Global, Inc. in Q1 2015 and held it in 30 quarters.
  • Ropes Wealth Advisors's CDK Global, Inc. position peaked at $552K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.