Allworth Financial’s CDK Global, Inc. CDK Stock Holding History

Allworth Financial’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	-54	Closed	-$3K	–	3280
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	1969
2022 Q1	$3K	Buy	54 +12	+29%	+$537	﹤0.01%	1762
2021 Q4	$2K	Sell	42 -432	-91%	-$18.1K	﹤0.01%	1774
2021 Q3	$20K	Buy	+474	New	+$21.4K	﹤0.01%	1039
2021 Q2	–	Sell	-528	Closed	-$29K	–	1710
2021 Q1	$29K	Buy	528 +166	+46%	+$8.61K	﹤0.01%	698
2020 Q4	$19K	Hold	362	–	–	﹤0.01%	691
2020 Q3	$16K	Hold	362	–	–	﹤0.01%	617
2020 Q2	$15K	Hold	362	–	–	﹤0.01%	647
2020 Q1	$12K	Hold	362	–	–	﹤0.01%	675
2019 Q4	$20K	Buy	362 +38	+12%	+$1.95K	﹤0.01%	533
2019 Q3	$16K	Hold	324	–	–	﹤0.01%	500
2019 Q2	$16K	Buy	324 +1	+0.3%	+$54	﹤0.01%	506
2019 Q1	$19K	Buy	323 +1	+0.3%	+$55	﹤0.01%	467
2018 Q4	$15K	Buy	322 +1	+0.3%	+$53	﹤0.01%	462
2018 Q3	$20K	Buy	321 +1	+0.3%	+$63	﹤0.01%	434
2018 Q2	$21K	Hold	320	–	–	﹤0.01%	406
2018 Q1	$20K	Hold	320	–	–	﹤0.01%	375
2017 Q4	$23K	Hold	320	–	–	﹤0.01%	358
2017 Q3	$20K	Sell	320 -100	-24%	-$6.3K	﹤0.01%	364
2017 Q2	$26K	Hold	420	–	–	﹤0.01%	332
2017 Q1	$27K	Hold	420	–	–	﹤0.01%	314
2016 Q4	$25K	Hold	420	–	–	﹤0.01%	295
2016 Q3	$24K	Hold	420	–	–	﹤0.01%	301
2016 Q2	$23K	Hold	420	–	–	﹤0.01%	292
2016 Q1	$20K	Hold	420	–	–	﹤0.01%	310
2015 Q4	$20K	Buy	420 +100	+31%	+$4.85K	﹤0.01%	304
2015 Q3	$15K	Hold	320	–	–	0.01%	345
2015 Q2	$17K	Hold	320	–	–	0.01%	329
2015 Q1	$15K	Buy	+320	New	+$14.6K	0.01%	347

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

Allworth Financial's CDK Position: Q3 2022 in Review

Allworth Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 54 shares — an estimated $3K sold.

Allworth Financial first reported a position in CDK in Q1 2015 and held it in 29 quarters. The position peaked at $29K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Allworth Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 54 CDK Global, Inc. shares in Q3 2022, an estimated $3K.
Allworth Financial first reported a position in CDK Global, Inc. in Q1 2015 and held it in 29 quarters.
Allworth Financial's CDK Global, Inc. position peaked at $29K in Q1 2021.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.