TFC Financial Management’s CDK Global, Inc. CDK Stock Holding History

TFC Financial 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	-360	Closed	-$20K	–	589
2022 Q2	$20K	Hold	360	–	–	0.01%	253
2022 Q1	$18K	Hold	360	–	–	0.01%	271
2021 Q4	$15K	Hold	360	–	–	﹤0.01%	305
2021 Q3	$15K	Hold	360	–	–	0.01%	303
2021 Q2	$18K	Hold	360	–	–	0.01%	283
2021 Q1	$19K	Hold	360	–	–	0.01%	261
2020 Q4	$19K	Hold	360	–	–	0.01%	258
2020 Q3	$16K	Buy	+360	New	+$16K	0.01%	253

Other funds holding CDK

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 $8.74B AUM 14.62% 1-Year Est. Return

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

TFC Financial Management's CDK Position: Q3 2022 in Review

TFC Financial Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 360 shares — an estimated $20K sold.

TFC Financial Management first reported a position in CDK in Q3 2020 and held it in 8 quarters. The position peaked at $20K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

TFC Financial Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
TFC Financial Management sold 360 CDK Global, Inc. shares in Q3 2022, an estimated $20K.
TFC Financial Management first reported a position in CDK Global, Inc. in Q3 2020 and held it in 8 quarters.
TFC Financial Management's CDK Global, Inc. position peaked at $20K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on TFC Financial Management's 13F filing for Q3 2022, filed 21 Oct 2022.