Gradient Investments’s CDK Global, Inc. CDK Stock Holding History

Gradient Investments’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	-39	Closed	-$2K	–	1614
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	1093
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	1076
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	1106
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	1044
2021 Q2	$2K	Hold	39	–	–	﹤0.01%	1033
2021 Q1	$2K	Hold	39	–	–	﹤0.01%	1043
2020 Q4	$2K	Hold	39	–	–	﹤0.01%	1001
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	1006
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	932
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	1064
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	972
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	953
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	910
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	768
2018 Q4	$2K	Hold	39	–	–	﹤0.01%	837
2018 Q3	$2K	Hold	39	–	–	﹤0.01%	865
2018 Q2	$3K	Hold	39	–	–	﹤0.01%	793
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	856
2017 Q4	$3K	Buy	+39	New	+$2.62K	﹤0.01%	779
2017 Q3	–	Sell	-39	Closed	-$2K	–	772
2017 Q2	$2K	Hold	39	–	–	﹤0.01%	703
2017 Q1	$3K	Hold	39	–	–	﹤0.01%	674
2016 Q4	$2K	Sell	39 -46	-54%	-$2.63K	﹤0.01%	647
2016 Q3	$5K	Hold	85	–	–	﹤0.01%	543
2016 Q2	$5K	Hold	85	–	–	﹤0.01%	530
2016 Q1	$4K	Sell	85 -26	-23%	-$1.16K	﹤0.01%	576
2015 Q4	$5K	Hold	111	–	–	﹤0.01%	501
2015 Q3	$5K	Buy	111 +85	+327%	+$4.31K	﹤0.01%	461
2015 Q2	$1K	Buy	26 +16	+160%	+$821	﹤0.01%	601
2015 Q1	$0	Buy	+10	New	+$456	﹤0.01%	708

Other funds holding CDK

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

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

Gradient Investments's CDK Position: Q3 2022 in Review

Gradient Investments sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 39 shares — an estimated $2K sold.

Gradient Investments first reported a position in CDK in Q1 2015 and held it in 29 quarters. The position peaked at $5K in Q3 2016. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Gradient Investments reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 39 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
Gradient Investments first reported a position in CDK Global, Inc. in Q1 2015 and held it in 29 quarters.
Gradient Investments's CDK Global, Inc. position peaked at $5K in Q3 2016.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.