Column Capital Advisors’s CDK Global, Inc. CDK Stock Holding History

Column Capital 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 Q3	–	Sell	-605	Closed	-$33K	–	755
2022 Q2	$33K	Hold	605	–	–	0.01%	332
2022 Q1	$29K	Hold	605	–	–	0.01%	360
2021 Q4	$25K	Hold	605	–	–	﹤0.01%	391
2021 Q3	$26K	Hold	605	–	–	0.01%	358
2021 Q2	$30K	Hold	605	–	–	0.01%	340
2021 Q1	$33K	Buy	+605	New	+$31.4K	0.01%	325
2020 Q3	–	Sell	-24	Closed	-$1.07K	–	901
2020 Q2	$0	Hold	24	–	–	﹤0.01%	936
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	700
2019 Q4	$1K	Buy	+24	New	+$1.23K	﹤0.01%	717

Other funds holding CDK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Column Capital Advisors's CDK Position: Q3 2022 in Review

Column Capital Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 605 shares — an estimated $33K sold.

Column Capital Advisors first reported a position in CDK in Q4 2019 and held it in 9 quarters. The position peaked at $33K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Column Capital Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Column Capital Advisors sold 605 CDK Global, Inc. shares in Q3 2022, an estimated $33K.
Column Capital Advisors first reported a position in CDK Global, Inc. in Q4 2019 and held it in 9 quarters.
Column Capital Advisors's CDK Global, Inc. position peaked at $33K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Column Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.