SS
CDK

Simplicity Solutions’s CDK Global, Inc. CDK Stock Holding History

Simplicity Solutions’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
-5,788
Closed -$317K – 726
2022
Q2 		$317K Buy
5,788
+176
+3% +$9.51K 0.04% 426
2022
Q1 		$273K Sell
5,612
-4,312
-43% -$193K 0.03% 489
2021
Q4 		$414K Buy
+9,924
New +$416K 0.05% 437
2021
Q1 		– Sell
-19,299
Closed -$1M – 1027
2020
Q4 		$1M Buy
19,299
+2,170
+13% +$103K 0.01% 539
2020
Q3 		$747K Sell
17,129
-218
-1% -$9.69K 0.01% 558
2020
Q2 		$719K Buy
17,347
+2,506
+17% +$96.5K 0.01% 551
2020
Q1 		$488K Sell
14,841
-1,880
-11% -$89.8K 0.02% 490
2019
Q4 		$914K Buy
16,721
+1,541
+10% +$79.2K 0.03% 403
2019
Q3 		$730K Sell
15,180
-1,081
-7% -$51.8K 0.03% 356
2019
Q2 		$804K Buy
+16,261
New +$871K 0.03% 293

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

Simplicity Solutions's CDK Position: Q3 2022 in Review

Simplicity Solutions sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 5,788 shares — an estimated $317K sold.

Simplicity Solutions first reported a position in CDK in Q2 2019 and held it in 10 quarters. The position peaked at $1M in Q4 2020. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Simplicity Solutions reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Simplicity Solutions sold 5,788 CDK Global, Inc. shares in Q3 2022, an estimated $317K.
  • Simplicity Solutions first reported a position in CDK Global, Inc. in Q2 2019 and held it in 10 quarters.
  • Simplicity Solutions's CDK Global, Inc. position peaked at $1M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.