Acima Private Wealth’s CDK Global, Inc. CDK Stock Holding History

Acima Private Wealth’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	-496	Closed	-$27.2K	–	236
2022 Q2	$27.2K	Hold	496	–	–	0.01%	179
2022 Q1	$24K	Hold	496	–	–	0.01%	193
2021 Q4	$21K	Hold	496	–	–	0.01%	198
2021 Q3	$21K	Hold	496	–	–	0.01%	189
2021 Q2	$25K	Hold	496	–	–	0.01%	180
2021 Q1	$27K	Hold	496	–	–	0.01%	178
2020 Q4	$26K	Hold	496	–	–	0.01%	180
2020 Q3	$22K	Hold	496	–	–	0.01%	179
2020 Q2	$21K	Hold	496	–	–	0.01%	199
2020 Q1	$16K	Hold	496	–	–	0.01%	209
2019 Q4	$27K	Hold	496	–	–	0.02%	214
2019 Q3	$23K	Hold	496	–	–	0.02%	216
2019 Q2	$25K	Hold	496	–	–	0.02%	195
2019 Q1	$29K	Hold	496	–	–	0.02%	187
2018 Q4	$24K	Buy	+496	New	+$26.2K	0.02%	192

Other funds holding CDK

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

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

Acima Private Wealth's CDK Position: Q3 2022 in Review

Acima Private Wealth sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 496 shares — an estimated $27.2K sold.

Acima Private Wealth first reported a position in CDK in Q4 2018 and held it in 15 quarters. The position peaked at $29K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Acima Private Wealth reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Acima Private Wealth sold 496 CDK Global, Inc. shares in Q3 2022, an estimated $27.2K.
Acima Private Wealth first reported a position in CDK Global, Inc. in Q4 2018 and held it in 15 quarters.
Acima Private Wealth's CDK Global, Inc. position peaked at $29K in Q1 2019.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Acima Private Wealth's 13F filing for Q3 2022, filed 29 Feb 2024.