SWM
CDK

SeaCrest Wealth Management’s CDK Global, Inc. CDK Stock Holding History

SeaCrest Wealth 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
-3,871
Closed -$212K – 1633
2022
Q2 		$212K Sell
3,871
-465
-11% -$25.1K 0.03% 580
2022
Q1 		$211K Buy
+4,336
New +$194K 0.02% 641
2021
Q3 		– Sell
-4,341
Closed -$216K – 730
2021
Q2 		$216K Hold
4,341
– – 0.03% 624
2021
Q1 		$235K Buy
4,341
+46
+1% +$2.39K 0.03% 546
2020
Q4 		$223K Buy
+4,295
New +$204K 0.03% 534
2020
Q1 		– Sell
-4,318
Closed -$236K – 596
2019
Q4 		$236K Buy
4,318
+71
+2% +$3.65K 0.04% 457
2019
Q3 		$204K Buy
4,247
+111
+3% +$5.31K 0.04% 492
2019
Q2 		$204K Buy
4,136
+8
+0.2% +$428 0.04% 459
2019
Q1 		$243K Buy
4,128
+77
+2% +$4.2K 0.04% 410
2018
Q4 		$194K Sell
4,051
-164
-4% -$8.65K 0.04% 424
2018
Q3 		$264K Hold
4,215
– – 0.04% 426
2018
Q2 		$274K Sell
4,215
-39
-0.9% -$2.52K 0.05% 398
2018
Q1 		$269K Buy
4,254
+1
+0% +$70 0.05% 392
2017
Q4 		$303K Buy
+4,253
New +$286K 0.06% 369

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

SeaCrest Wealth Management's CDK Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 3,871 shares — an estimated $212K sold.

SeaCrest Wealth Management first reported a position in CDK in Q4 2017 and held it in 14 quarters. The position peaked at $303K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,871 CDK Global, Inc. shares in Q3 2022, an estimated $212K.
  • SeaCrest Wealth Management first reported a position in CDK Global, Inc. in Q4 2017 and held it in 14 quarters.
  • SeaCrest Wealth Management's CDK Global, Inc. position peaked at $303K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.