TWA
CDK

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

TCI 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
-36
Closed -$2K – 2727
2022
Q2 		$2K Sell
36
-464
-93% -$25.1K ﹤0.01% 2073
2022
Q1 		$24K Hold
500
– – ﹤0.01% 624
2021
Q4 		$21K Hold
500
– – ﹤0.01% 702
2021
Q3 		$21K Sell
500
-18
-3% -$811 ﹤0.01% 681
2021
Q2 		$26K Hold
518
– – ﹤0.01% 550
2021
Q1 		$28K Hold
518
– – 0.01% 494
2020
Q4 		$27K Sell
518
-29
-5% -$1.38K 0.01% 440
2020
Q3 		$24K Buy
547
+7
+1% +$311 0.01% 418
2020
Q2 		$22K Buy
540
+18
+3% +$693 0.01% 430
2020
Q1 		$17K Buy
522
+366
+235% +$17.5K 0.01% 474
2019
Q4 		$9K Buy
156
+78
+100% +$4.01K ﹤0.01% 739
2019
Q3 		$4K Hold
78
– – ﹤0.01% 912
2019
Q2 		$4K Sell
78
-5
-6% -$268 ﹤0.01% 858
2019
Q1 		$5K Hold
83
– – ﹤0.01% 811
2018
Q4 		$4K Sell
83
-93
-53% -$4.91K ﹤0.01% 855
2018
Q3 		$11K Sell
176
-144
-45% -$9.13K ﹤0.01% 622
2018
Q2 		$21K Hold
320
– – 0.01% 476
2018
Q1 		$20K Hold
320
– – 0.01% 489
2017
Q4 		$23K Buy
320
+22
+7% +$1.48K 0.01% 475
2017
Q3 		$19K Sell
298
-666
-69% -$42K 0.01% 474
2017
Q2 		$60K Hold
964
– – 0.03% 282
2017
Q1 		$63K Buy
964
+4
+0.4% +$256 0.03% 273
2016
Q4 		$57K Buy
960
+9
+0.9% +$515 0.03% 312
2016
Q3 		$55K Hold
951
– – 0.03% 294
2016
Q2 		$53K Sell
951
-46
-5% -$2.38K 0.03% 295
2016
Q1 		$46K Sell
997
-91
-8% -$4.05K 0.03% 310
2015
Q4 		$52K Buy
1,088
+67
+7% +$3.25K 0.03% 297
2015
Q3 		$49K Hold
1,021
– – 0.03% 293
2015
Q2 		$55K Buy
1,021
+91
+10% +$4.67K 0.03% 273
2015
Q1 		$43K Hold
930
– – 0.03% 254
2014
Q4 		$38K Buy
+930
New +$32.9K 0.02% 273

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

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

TCI Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $63K in Q1 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • TCI Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 36 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
  • TCI Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • TCI Wealth Advisors's CDK Global, Inc. position peaked at $63K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.