SPIA
CDK

Steward Partners Investment Advisory’s CDK Global, Inc. CDK Stock Holding History

Steward Partners Investment Advisory’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
-2,914
Closed -$160K – 3499
2022
Q2 		$160K Buy
2,914
+102
+4% +$5.51K ﹤0.01% 1295
2022
Q1 		$137K Buy
2,812
+120
+4% +$5.37K ﹤0.01% 1467
2021
Q4 		$112K Sell
2,692
-495
-16% -$20.8K ﹤0.01% 1551
2021
Q3 		$136K Buy
3,187
+45
+1% +$2.03K ﹤0.01% 1433
2021
Q2 		$156K Sell
3,142
-521
-14% -$27.6K ﹤0.01% 1738
2021
Q1 		$198K Buy
3,663
+484
+15% +$25.1K ﹤0.01% 1305
2020
Q4 		$165K Sell
3,179
-34
-1% -$1.61K ﹤0.01% 1153
2020
Q3 		$140K Hold
3,213
– – ﹤0.01% 1080
2020
Q2 		$133K Buy
3,213
+62
+2% +$2.39K ﹤0.01% 1029
2020
Q1 		$103K Sell
3,151
-185
-6% -$8.84K ﹤0.01% 986
2019
Q4 		$182K Buy
3,336
+15
+0.5% +$771 0.01% 910
2019
Q3 		$159K Sell
3,321
-86
-3% -$4.12K 0.01% 918
2019
Q2 		$168K Buy
+3,407
New +$182K 0.01% 870
2018
Q4 		– Sell
-2,853
Closed -$179K – 2377
2018
Q3 		$179K Buy
+2,853
New +$181K 0.01% 752
2018
Q2 		– Sell
-1,274
Closed -$80K – 2583
2018
Q1 		$80K Hold
1,274
– – 0.01% 839
2017
Q4 		$90K Buy
1,274
+988
+345% +$66.3K 0.01% 659
2017
Q3 		$18K Buy
286
+1
+0.4% +$63 ﹤0.01% 971
2017
Q2 		$17K Hold
285
– – ﹤0.01% 920
2017
Q1 		$18K Buy
285
+100
+54% +$6.4K ﹤0.01% 795
2016
Q4 		$11K Buy
+185
New +$10.6K 0.01% 551

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

Steward Partners Investment Advisory's CDK Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 2,914 shares — an estimated $160K sold.

Steward Partners Investment Advisory first reported a position in CDK in Q4 2016 and held it in 20 quarters. The position peaked at $198K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,914 CDK Global, Inc. shares in Q3 2022, an estimated $160K.
  • Steward Partners Investment Advisory first reported a position in CDK Global, Inc. in Q4 2016 and held it in 20 quarters.
  • Steward Partners Investment Advisory's CDK Global, Inc. position peaked at $198K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.