AWM
CDK

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

AE 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
2021
Q1 		– Sell
-20,520
Closed -$1.06M – 1596
2020
Q4 		$1.06M Buy
20,520
+1,876
+10% +$89K 0.01% 694
2020
Q3 		$813K Sell
18,644
-731
-4% -$32.5K 0.01% 698
2020
Q2 		$802K Buy
19,375
+2,819
+17% +$108K 0.01% 698
2020
Q1 		$544K Sell
16,556
-1,894
-10% -$90.5K 0.01% 653
2019
Q4 		$1.01M Buy
18,450
+2,396
+15% +$123K 0.02% 537
2019
Q3 		$772K Sell
16,054
-1,176
-7% -$56.3K 0.02% 505
2019
Q2 		$852K Buy
+17,230
New +$923K 0.03% 450

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AE Wealth Management's CDK Position: Q1 2021 in Review

AE Wealth Management sold out of CDK Global, Inc. (CDK) in Q1 2021, closing a stake of 20,520 shares — an estimated $1.06M sold.

AE Wealth Management first reported a position in CDK in Q2 2019 and held it in 7 quarters. The position peaked at $1.06M in Q4 2020. 459 funds tracked by Wall St. Rank hold CDK as of Q1 2021.

  • AE Wealth Management reported no remaining CDK Global, Inc. position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 20,520 CDK Global, Inc. shares in Q1 2021, an estimated $1.06M.
  • AE Wealth Management first reported a position in CDK Global, Inc. in Q2 2019 and held it in 7 quarters.
  • AE Wealth Management's CDK Global, Inc. position peaked at $1.06M in Q4 2020.
  • 459 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.