Wells Fargo
CDK

Wells Fargo’s CDK Global, Inc. CDK Stock Holding History

Wells Fargo’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
-130,608
Closed -$7.15M – 8034
2022
Q2 		$7.15M Sell
130,608
-61,132
-32% -$3.3M ﹤0.01% 1803
2022
Q1 		$9.33M Buy
191,740
+21,455
+13% +$960K ﹤0.01% 1892
2021
Q4 		$7.11M Sell
170,285
-322,761
-65% -$13.5M ﹤0.01% 2199
2021
Q3 		$21M Buy
493,046
+74,905
+18% +$3.38M ﹤0.01% 1629
2021
Q2 		$20.8M Sell
418,141
-51,226
-11% -$2.71M ﹤0.01% 1656
2021
Q1 		$25.4M Sell
469,367
-90,921
-16% -$4.72M 0.01% 1478
2020
Q4 		$29M Sell
560,288
-34,630
-6% -$1.64M 0.01% 1294
2020
Q3 		$25.9M Sell
594,918
-186,224
-24% -$8.28M 0.01% 1242
2020
Q2 		$32.4M Sell
781,142
-359,856
-32% -$13.9M 0.01% 1079
2020
Q1 		$37.5M Sell
1,140,998
-398,290
-26% -$19M 0.01% 914
2019
Q4 		$84.2M Sell
1,539,288
-203,240
-12% -$10.4M 0.02% 674
2019
Q3 		$83.8M Buy
1,742,528
+7,012
+0.4% +$336K 0.02% 648
2019
Q2 		$85.8M Sell
1,735,516
-10,151
-0.6% -$544K 0.02% 650
2019
Q1 		$103M Buy
1,745,667
+136,759
+9% +$7.46M 0.03% 541
2018
Q4 		$77M Buy
1,608,908
+417,266
+35% +$22M 0.03% 622
2018
Q3 		$74.5M Buy
1,191,642
+701,347
+143% +$44.5M 0.02% 716
2018
Q2 		$31.9M Sell
490,295
-276,888
-36% -$17.9M 0.01% 1185
2018
Q1 		$48.6M Buy
767,183
+212,680
+38% +$14.9M 0.01% 912
2017
Q4 		$39.5M Buy
554,503
+15,866
+3% +$1.07M 0.01% 1027
2017
Q3 		$34M Sell
538,637
-186,815
-26% -$11.8M 0.01% 1108
2017
Q2 		$45M Sell
725,452
-62,527
-8% -$3.92M 0.01% 921
2017
Q1 		$51.2M Buy
787,979
+502,276
+176% +$32.2M 0.02% 843
2016
Q4 		$17.1M Sell
285,703
-747,660
-72% -$42.8M 0.01% 1463
2016
Q3 		$59.3M Buy
1,033,363
+226,500
+28% +$13M 0.02% 709
2016
Q2 		$44.8M Sell
806,863
-323,866
-29% -$16.7M 0.02% 817
2016
Q1 		$52.6M Sell
1,130,729
-258,453
-19% -$11.5M 0.02% 733
2015
Q4 		$65.9M Buy
1,389,182
+456,274
+49% +$22.1M 0.03% 632
2015
Q3 		$44.6M Buy
932,908
+327,748
+54% +$16.6M 0.02% 806
2015
Q2 		$32.7M Buy
605,160
+214,467
+55% +$11M 0.01% 1038
2015
Q1 		$18.3M Sell
390,693
-102,331
-21% -$4.67M 0.01% 1397
2014
Q4 		$20.1M Buy
+493,024
New +$17.5M 0.01% 1288

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 $369M AUM 17.86% 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