DBIA
CDK

Dumont & Blake Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Dumont & Blake Investment 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
-6,133
Closed -$336K – 199
2022
Q2 		$336K Hold
6,133
– – 0.11% 158
2022
Q1 		$299K Hold
6,133
– – 0.08% 186
2021
Q4 		$256K Hold
6,133
– – 0.07% 179
2021
Q3 		$261K Hold
6,133
– – 0.07% 173
2021
Q2 		$305K Hold
6,133
– – 0.09% 164
2021
Q1 		$332K Hold
6,133
– – 0.1% 151
2020
Q4 		$318K Hold
6,133
– – 0.11% 152
2020
Q3 		$267K Hold
6,133
– – 0.1% 152
2020
Q2 		$254K Hold
6,133
– – 0.11% 149
2020
Q1 		$201K Hold
6,133
– – 0.1% 151
2019
Q4 		$335K Hold
6,133
– – 0.13% 138
2019
Q3 		$295K Hold
6,133
– – 0.12% 143
2019
Q2 		$303K Hold
6,133
– – 0.13% 148
2019
Q1 		$361K Hold
6,133
– – 0.15% 137
2018
Q4 		$294K Hold
6,133
– – 0.14% 141
2018
Q3 		$384K Hold
6,133
– – 0.15% 142
2018
Q2 		$399K Hold
6,133
– – 0.17% 139
2018
Q1 		$388K Hold
6,133
– – 0.17% 135
2017
Q4 		$437K Hold
6,133
– – 0.18% 134
2017
Q3 		$387K Hold
6,133
– – 0.17% 137
2017
Q2 		$381K Hold
6,133
– – 0.17% 134
2017
Q1 		$399K Hold
6,133
– – 0.18% 136
2016
Q4 		$366K Hold
6,133
– – 0.17% 136
2016
Q3 		$352K Hold
6,133
– – 0.17% 135
2016
Q2 		$340K Hold
6,133
– – 0.17% 135
2016
Q1 		$285K Hold
6,133
– – 0.15% 134
2015
Q4 		$291K Sell
6,133
-83
-1% -$4.03K 0.15% 138
2015
Q3 		$297K Hold
6,216
– – 0.16% 130
2015
Q2 		$336K Hold
6,216
– – 0.16% 126
2015
Q1 		$291K Hold
6,216
– – 0.14% 127
2014
Q4 		$253K Buy
+6,216
New +$220K 0.13% 132

Other funds holding CDK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $9.54B AUM 19.86% 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

Dumont & Blake Investment Advisors's CDK Position: Q3 2022 in Review

Dumont & Blake Investment Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 6,133 shares — an estimated $336K sold.

Dumont & Blake Investment Advisors first reported a position in CDK in Q4 2014 and held it in 31 quarters. The position peaked at $437K in Q4 2017. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Dumont & Blake Investment Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 6,133 CDK Global, Inc. shares in Q3 2022, an estimated $336K.
  • Dumont & Blake Investment Advisors first reported a position in CDK Global, Inc. in Q4 2014 and held it in 31 quarters.
  • Dumont & Blake Investment Advisors's CDK Global, Inc. position peaked at $437K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.