Baystate Wealth Management’s CDK Global, Inc. CDK Stock Holding History

Baystate Wealth 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
2022 Q3	–	Sell	-22	Closed	-$1K	–	963
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	894
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	869
2021 Q4	$1K	Buy	22 +9	+69%	+$378	﹤0.01%	867
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	825
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	791
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	718
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	663
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	624
2020 Q2	$1K	Buy	+13	New	+$500	﹤0.01%	638
2019 Q2	–	Sell	-276	Closed	-$17K	–	685
2019 Q1	$17K	Sell	276 -889	-76%	-$48.5K	﹤0.01%	326
2018 Q4	$59K	Hold	1,165	–	–	0.01%	183
2018 Q3	$67K	Sell	1,165 -1	-0.1%	-$63	0.01%	165
2018 Q2	$78K	Buy	1,166 +3	+0.3%	+$194	0.01%	148
2018 Q1	$75K	Buy	+1,163	New	+$81.4K	0.01%	152
2017 Q1	–	Sell	-16	Closed	-$1K	–	682
2016 Q4	$1K	Buy	+16	New	+$915	﹤0.01%	425

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

Baystate Wealth Management's CDK Position: Q3 2022 in Review

Baystate Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CDK in Q4 2016 and held it in 15 quarters. The position peaked at $78K in Q2 2018. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

Baystate Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
Baystate Wealth Management sold 22 CDK Global, Inc. shares in Q3 2022, an estimated $1K.
Baystate Wealth Management first reported a position in CDK Global, Inc. in Q4 2016 and held it in 15 quarters.
Baystate Wealth Management's CDK Global, Inc. position peaked at $78K in Q2 2018.
6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.