Lowe Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Lowe Wealth 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	-699	Closed	-$38K	–	362
2022 Q2	$38K	Hold	699	–	–	0.02%	108
2022 Q1	$34K	Hold	699	–	–	0.02%	123
2021 Q4	$29K	Hold	699	–	–	0.01%	128
2021 Q3	$30K	Hold	699	–	–	0.01%	120
2021 Q2	$35K	Hold	699	–	–	0.02%	111
2021 Q1	$38K	Hold	699	–	–	0.02%	104
2020 Q4	$36K	Hold	699	–	–	0.02%	99
2020 Q3	$30K	Hold	699	–	–	0.02%	94
2020 Q2	$29K	Hold	699	–	–	0.02%	93
2020 Q1	$23K	Hold	699	–	–	0.02%	91
2019 Q4	$38K	Hold	699	–	–	0.02%	79
2019 Q3	$34K	Hold	699	–	–	0.02%	81
2019 Q2	$35K	Hold	699	–	–	0.02%	83
2019 Q1	$41K	Hold	699	–	–	0.02%	68
2018 Q4	$33K	Hold	699	–	–	0.02%	71
2018 Q3	$44K	Hold	699	–	–	0.03%	69
2018 Q2	$45K	Hold	699	–	–	0.03%	65
2018 Q1	$44K	Hold	699	–	–	0.03%	72
2017 Q4	$50K	Hold	699	–	–	0.03%	68
2017 Q3	$44K	Hold	699	–	–	0.03%	68
2017 Q2	$43K	Hold	699	–	–	0.03%	66
2017 Q1	$45K	Hold	699	–	–	0.03%	63
2016 Q4	$42K	Buy	+699	New	+$40K	0.03%	64

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

Lowe Wealth Advisors's CDK Position: Q3 2022 in Review

Lowe Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 699 shares — an estimated $38K sold.

Lowe Wealth Advisors first reported a position in CDK in Q4 2016 and held it in 23 quarters. The position peaked at $50K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Lowe Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Lowe Wealth Advisors sold 699 CDK Global, Inc. shares in Q3 2022, an estimated $38K.
Lowe Wealth Advisors first reported a position in CDK Global, Inc. in Q4 2016 and held it in 23 quarters.
Lowe Wealth Advisors's CDK Global, Inc. position peaked at $50K in Q4 2017.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Lowe Wealth Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.