SWM
CDK

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

Spire 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
-217
Closed -$12K – 2739
2022
Q2 		$12K Buy
217
+25
+13% +$1.35K ﹤0.01% 1868
2022
Q1 		$9K Sell
192
-5,407
-97% -$242K ﹤0.01% 2084
2021
Q4 		$234K Buy
5,599
+5,407
+2,816% +$227K 0.01% 1026
2021
Q3 		$8K Hold
192
– – ﹤0.01% 2181
2021
Q2 		$10K Sell
192
-4,048
-95% -$214K ﹤0.01% 2141
2021
Q1 		$229K Buy
+4,240
New +$220K 0.01% 1007

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

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

Spire Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 217 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in CDK in Q1 2021 and held it in 6 quarters. The position peaked at $234K in Q4 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Spire Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 217 CDK Global, Inc. shares in Q3 2022, an estimated $12K.
  • Spire Wealth Management first reported a position in CDK Global, Inc. in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's CDK Global, Inc. position peaked at $234K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.