MWM
CDK

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

Mascoma 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
-131
Closed -$7K – 641
2022
Q2 		$7K Hold
131
– – ﹤0.01% 473
2022
Q1 		$6K Buy
+131
New +$5.86K ﹤0.01% 499
2021
Q2 		– Sell
-11
Closed -$1K – 463
2021
Q1 		$1K Buy
+11
New +$571 ﹤0.01% 431
2018
Q4 		– Sell
-20
Closed -$1K – 406
2018
Q3 		$1K Hold
20
– – ﹤0.01% 388
2018
Q2 		$1K Buy
+20
New +$1.29K ﹤0.01% 387

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 $7.43B AUM 24.49% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

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

Mascoma Wealth Management sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 131 shares — an estimated $7K sold.

Mascoma Wealth Management first reported a position in CDK in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Mascoma Wealth Management reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 131 CDK Global, Inc. shares in Q3 2022, an estimated $7K.
  • Mascoma Wealth Management first reported a position in CDK Global, Inc. in Q2 2018 and held it in 5 quarters.
  • Mascoma Wealth Management's CDK Global, Inc. position peaked at $7K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Mascoma Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.