Wealthcare Capital Management’s CDK Global, Inc. CDK Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-15	Closed	-$1K	–	744
2021 Q1	$1K	Buy	+15	New	+$778	﹤0.01%	742
2020 Q2	–	Sell	-15	Closed	–	–	265
2020 Q1	$0	Hold	15	–	–	﹤0.01%	688
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	667
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	187
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	179
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	186
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	185
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	190
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	191
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	195
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	218
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	182
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	175
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	184
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	182
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	194
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	195
2016 Q1	$1K	Buy	+15	New	+$668	﹤0.01%	203
2015 Q2	–	Sell	-116	Closed	-$5K	–	923
2015 Q1	$5K	Buy	116 +50	+76%	+$2.28K	﹤0.01%	654
2014 Q4	$3K	Buy	+66	New	+$2.34K	﹤0.01%	163

Other funds holding CDK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealthcare Capital Management's CDK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CDK Global, Inc. (CDK) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CDK in Q4 2014 and held it in 20 quarters. The position peaked at $5K in Q1 2015. 472 funds tracked by Wall St. Rank hold CDK as of Q2 2021.

Wealthcare Capital Management reported no remaining CDK Global, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 15 CDK Global, Inc. shares in Q2 2021, an estimated $1K.
Wealthcare Capital Management first reported a position in CDK Global, Inc. in Q4 2014 and held it in 20 quarters.
Wealthcare Capital Management's CDK Global, Inc. position peaked at $5K in Q1 2015.
472 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.