AssetMark Inc’s CDK Global, Inc. CDK Stock Holding History

AssetMark Inc’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	-83	Closed	-$5K	–	1660
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	1313
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	1335
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	1339
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	1202
2021 Q2	$4K	Hold	83	–	–	﹤0.01%	1136
2021 Q1	$4K	Hold	83	–	–	﹤0.01%	1079
2020 Q4	$4K	Sell	83 -105	-56%	-$4.98K	﹤0.01%	1090
2020 Q3	$8K	Buy	188 +88	+88%	+$3.91K	﹤0.01%	946
2020 Q2	$4K	Buy	100 +17	+20%	+$654	﹤0.01%	996
2020 Q1	$3K	Hold	83	–	–	﹤0.01%	1148
2019 Q4	$5K	Hold	83	–	–	﹤0.01%	1123
2019 Q3	$4K	Hold	83	–	–	﹤0.01%	1092
2019 Q2	$4K	Hold	83	–	–	﹤0.01%	1097
2019 Q1	$5K	Hold	83	–	–	﹤0.01%	1068
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	1138
2018 Q3	$5K	Hold	83	–	–	﹤0.01%	1182
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	1175
2018 Q1	$5K	Sell	83 -803	-91%	-$56.2K	﹤0.01%	1166
2017 Q4	$63K	Buy	886 +762	+615%	+$51.2K	﹤0.01%	717
2017 Q3	$8K	Sell	124 -6	-5%	-$378	﹤0.01%	1075
2017 Q2	$8K	Buy	130 +6	+5%	+$376	﹤0.01%	1059
2017 Q1	$8K	Sell	124 -14	-10%	-$896	﹤0.01%	998
2016 Q4	$8K	Sell	138 -11	-7%	-$629	﹤0.01%	1005
2016 Q3	$9K	Hold	149	–	–	﹤0.01%	990
2016 Q2	$8K	Sell	149 -110	-42%	-$5.68K	﹤0.01%	983
2016 Q1	$12K	Hold	259	–	–	﹤0.01%	845
2015 Q4	$12K	Buy	+259	New	+$12.6K	﹤0.01%	866
2015 Q3	–	Sell	-6	Closed	–	–	884
2015 Q2	$0	Sell	6 -50	-89%	-$2.56K	﹤0.01%	655
2015 Q1	$3K	Sell	56 -9,324	-99%	-$425K	﹤0.01%	447
2014 Q4	$382K	Buy	+9,380	New	+$332K	0.01%	375

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

AssetMark Inc's CDK Position: Q3 2022 in Review

AssetMark Inc sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 83 shares — an estimated $5K sold.

AssetMark Inc first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $382K in Q4 2014. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

AssetMark Inc reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
AssetMark Inc sold 83 CDK Global, Inc. shares in Q3 2022, an estimated $5K.
AssetMark Inc first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
AssetMark Inc's CDK Global, Inc. position peaked at $382K in Q4 2014.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on AssetMark Inc's 13F filing for Q3 2022, filed 1 Nov 2022.