FourThought Financial’s CDK Global, Inc. CDK Stock Holding History

FourThought Financial’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	-466	Closed	-$26K	–	1603
2022 Q2	$26K	Hold	466	–	–	﹤0.01%	807
2022 Q1	$23K	Hold	466	–	–	﹤0.01%	868
2021 Q4	$19K	Hold	466	–	–	﹤0.01%	940
2021 Q3	$19K	Hold	466	–	–	﹤0.01%	967
2021 Q2	$23K	Hold	466	–	–	﹤0.01%	917
2021 Q1	$25K	Buy	466 +400	+606%	+$20.8K	﹤0.01%	853
2020 Q4	$3K	Buy	+66	New	+$3.13K	﹤0.01%	1259

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 $9.54B AUM 19.86% 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

FourThought Financial's CDK Position: Q3 2022 in Review

FourThought Financial sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 466 shares — an estimated $26K sold.

FourThought Financial first reported a position in CDK in Q4 2020 and held it in 7 quarters. The position peaked at $26K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

FourThought Financial reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
FourThought Financial sold 466 CDK Global, Inc. shares in Q3 2022, an estimated $26K.
FourThought Financial first reported a position in CDK Global, Inc. in Q4 2020 and held it in 7 quarters.
FourThought Financial's CDK Global, Inc. position peaked at $26K in Q2 2022.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.