Creative Planning
CDK

Creative Planning’s CDK Global, Inc. CDK Stock Holding History

Creative Planning’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
-14,714
Closed -$806K – 2488
2022
Q2 		$806K Sell
14,714
-1,671
-10% -$90.3K ﹤0.01% 1062
2022
Q1 		$798K Sell
16,385
-196
-1% -$8.77K ﹤0.01% 1090
2021
Q4 		$692K Buy
16,581
+266
+2% +$11.2K ﹤0.01% 1127
2021
Q3 		$694K Buy
16,315
+516
+3% +$23.3K ﹤0.01% 1129
2021
Q2 		$785K Sell
15,799
-379
-2% -$20.1K ﹤0.01% 1045
2021
Q1 		$875K Sell
16,178
-220
-1% -$11.4K ﹤0.01% 1103
2020
Q4 		$850K Buy
16,398
+109
+0.7% +$5.17K ﹤0.01% 1032
2020
Q3 		$710K Buy
16,289
+4,457
+38% +$198K ﹤0.01% 954
2020
Q2 		$490K Buy
11,832
+21
+0.2% +$808 ﹤0.01% 1046
2020
Q1 		$388K Sell
11,811
-229
-2% -$10.9K ﹤0.01% 1069
2019
Q4 		$658K Sell
12,040
-50
-0.4% -$2.57K ﹤0.01% 975
2019
Q3 		$581K Buy
12,090
+93
+0.8% +$4.45K ﹤0.01% 985
2019
Q2 		$593K Sell
11,997
-49
-0.4% -$2.62K ﹤0.01% 983
2019
Q1 		$709K Sell
12,046
-384
-3% -$20.9K ﹤0.01% 876
2018
Q4 		$595K Sell
12,430
-494
-4% -$26.1K ﹤0.01% 877
2018
Q3 		$809K Sell
12,924
-461
-3% -$29.2K ﹤0.01% 854
2018
Q2 		$871K Buy
13,385
+1,039
+8% +$67.2K ﹤0.01% 819
2018
Q1 		$782K Buy
12,346
+118
+1% +$8.26K ﹤0.01% 864
2017
Q4 		$872K Buy
12,228
+1,996
+20% +$134K ﹤0.01% 810
2017
Q3 		$646K Buy
10,232
+606
+6% +$38.2K ﹤0.01% 921
2017
Q2 		$597K Buy
9,626
+278
+3% +$17.4K ﹤0.01% 930
2017
Q1 		$608K Sell
9,348
-152
-2% -$9.73K ﹤0.01% 892
2016
Q4 		$567K Sell
9,500
-27
-0.3% -$1.54K ﹤0.01% 872
2016
Q3 		$546K Buy
9,527
+7
+0.1% +$403 ﹤0.01% 845
2016
Q2 		$528K Buy
9,520
+35
+0.4% +$1.81K ﹤0.01% 750
2016
Q1 		$442K Sell
9,485
-527
-5% -$23.5K ﹤0.01% 805
2015
Q4 		$475K Buy
10,012
+401
+4% +$19.5K ﹤0.01% 787
2015
Q3 		$459K Buy
+9,611
New +$488K ﹤0.01% 772
2015
Q2 		– Sell
-13,323
Closed -$623K – 3322
2015
Q1 		$623K Buy
13,323
+6,300
+90% +$287K 0.01% 645
2014
Q4 		$286K Buy
+7,023
New +$249K ﹤0.01% 964

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

Creative Planning's CDK Position: Q3 2022 in Review

Creative Planning sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 14,714 shares — an estimated $806K sold.

Creative Planning first reported a position in CDK in Q4 2014 and held it in 30 quarters. The position peaked at $875K in Q1 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Creative Planning reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 14,714 CDK Global, Inc. shares in Q3 2022, an estimated $806K.
  • Creative Planning first reported a position in CDK Global, Inc. in Q4 2014 and held it in 30 quarters.
  • Creative Planning's CDK Global, Inc. position peaked at $875K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.