NOI
CDK

Newton One Investments’s CDK Global, Inc. CDK Stock Holding History

Newton One Investments’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
-35
Closed -$2K – 127
2022
Q2 		$2K Hold
35
– – ﹤0.01% 120
2022
Q1 		$2K Sell
35
-36
-51% -$1.61K ﹤0.01% 122
2021
Q4 		$3K Hold
71
– – ﹤0.01% 117
2021
Q3 		$3K Hold
71
– – ﹤0.01% 117
2021
Q2 		$4K Buy
+71
New +$3.76K ﹤0.01% 110

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

Newton One Investments's CDK Position: Q3 2022 in Review

Newton One Investments sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 35 shares — an estimated $2K sold.

Newton One Investments first reported a position in CDK in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Newton One Investments reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Newton One Investments sold 35 CDK Global, Inc. shares in Q3 2022, an estimated $2K.
  • Newton One Investments first reported a position in CDK Global, Inc. in Q2 2021 and held it in 5 quarters.
  • Newton One Investments's CDK Global, Inc. position peaked at $4K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Newton One Investments's 13F filing for Q3 2022, filed 19 Oct 2022.