Commonwealth Equity Services
CDK

Commonwealth Equity Services’s CDK Global, Inc. CDK Stock Holding History

Commonwealth Equity Services’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
-19,595
Closed -$1.07M – 3820
2022
Q2 		$1.07M Sell
19,595
-1,643
-8% -$88.8K ﹤0.01% 1831
2022
Q1 		$1.03M Sell
21,238
-580
-3% -$25.9K ﹤0.01% 1968
2021
Q4 		$910K Sell
21,818
-1,145
-5% -$48.1K ﹤0.01% 2063
2021
Q3 		$977K Sell
22,963
-119
-0.5% -$5.36K ﹤0.01% 1937
2021
Q2 		$1.15M Buy
23,082
+435
+2% +$23K ﹤0.01% 1816
2021
Q1 		$1.22M Sell
22,647
-875
-4% -$45.4K ﹤0.01% 1657
2020
Q4 		$1.22M Sell
23,522
-828
-3% -$39.3K ﹤0.01% 1538
2020
Q3 		$1.06M Sell
24,350
-908
-4% -$40.4K ﹤0.01% 1461
2020
Q2 		$1.05M Buy
25,258
+435
+2% +$16.7K ﹤0.01% 1393
2020
Q1 		$815K Sell
24,823
-733
-3% -$35K ﹤0.01% 1376
2019
Q4 		$1.4M Sell
25,556
-1,154
-4% -$59.3K 0.01% 1228
2019
Q3 		$1.28M Buy
26,710
+568
+2% +$27.2K 0.01% 1207
2019
Q2 		$1.29M Buy
26,142
+651
+3% +$34.9K 0.01% 1195
2019
Q1 		$1.5M Sell
25,491
-1,292
-5% -$70.4K 0.01% 1064
2018
Q4 		$1.28M Buy
26,783
+1,020
+4% +$53.8K 0.01% 1058
2018
Q3 		$1.61M Sell
25,763
-176
-0.7% -$11.2K 0.01% 1036
2018
Q2 		$1.69M Buy
25,939
+971
+4% +$62.8K 0.01% 996
2018
Q1 		$1.58M Sell
24,968
-3,199
-11% -$224K 0.01% 1007
2017
Q4 		$2.01M Buy
28,167
+193
+0.7% +$13K 0.01% 854
2017
Q3 		$1.76M Sell
27,974
-213
-0.8% -$13.4K 0.01% 868
2017
Q2 		$1.75M Sell
28,187
-1,021
-3% -$64K 0.01% 850
2017
Q1 		$1.9M Buy
29,208
+466
+2% +$29.8K 0.01% 765
2016
Q4 		$1.72M Buy
28,742
+1,391
+5% +$79.6K 0.01% 779
2016
Q3 		$1.57M Sell
27,351
-478
-2% -$27.5K 0.01% 790
2016
Q2 		$1.54M Sell
27,829
-587
-2% -$30.3K 0.01% 765
2016
Q1 		$1.32M Buy
28,416
+25
+0.1% +$1.11K 0.01% 824
2015
Q4 		$1.35M Sell
28,391
-1,261
-4% -$61.2K 0.01% 769
2015
Q3 		$1.42M Sell
29,652
-5,962
-17% -$302K 0.01% 735
2015
Q2 		$1.92M Buy
35,614
+250
+0.7% +$12.8K 0.02% 637
2015
Q1 		$1.65M Sell
35,364
-866
-2% -$39.5K 0.02% 686
2014
Q4 		$1.48M Buy
+36,230
New +$1.28M 0.02% 703

Other funds holding CDK

IA
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
HI
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

Commonwealth Equity Services's CDK Position: Q3 2022 in Review

Commonwealth Equity Services sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 19,595 shares — an estimated $1.07M sold.

Commonwealth Equity Services first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $2.01M in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Commonwealth Equity Services reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 19,595 CDK Global, Inc. shares in Q3 2022, an estimated $1.07M.
  • Commonwealth Equity Services first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Commonwealth Equity Services's CDK Global, Inc. position peaked at $2.01M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.