B. Riley Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

B. Riley Wealth Advisors’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 Q2	–	Sell	-6,568	Closed	-$320K	–	1430
2022 Q1	$320K	Sell	6,568 -4,979	-43%	-$223K	0.01%	981
2021 Q4	$482K	Buy	11,547 +559	+5%	+$23.5K	0.01%	828
2021 Q3	$468K	Buy	10,988 +3,110	+39%	+$140K	0.01%	808
2021 Q2	$392K	Buy	7,878 +304	+4%	+$16.1K	0.01%	895
2021 Q1	$411K	Buy	+7,574	New	+$393K	0.01%	834
2019 Q4	–	Sell	-6,816	Closed	-$329K	–	921
2019 Q3	$329K	Buy	6,816 +1,234	+22%	+$59.1K	0.03%	558
2019 Q2	$277K	Buy	+5,582	New	+$299K	0.03%	599
2015 Q1	–	Sell	-1,397	Closed	-$57	–	2168
2014 Q4	$57	Buy	+1,397	New	+$49.5K	﹤0.01%	2023

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's CDK Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q2 2022, closing a stake of 6,568 shares — an estimated $320K sold.

B. Riley Wealth Advisors first reported a position in CDK in Q4 2014 and held it in 8 quarters. The position peaked at $482K in Q4 2021. 456 funds tracked by Wall St. Rank hold CDK as of Q2 2022.

B. Riley Wealth Advisors reported no remaining CDK Global, Inc. position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,568 CDK Global, Inc. shares in Q2 2022, an estimated $320K.
B. Riley Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's CDK Global, Inc. position peaked at $482K in Q4 2021.
456 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.