RIA
CDK

Realta Investment Advisors’s CDK Global, Inc. CDK Stock Holding History

Realta 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
2020
Q1 		– Sell
-104
Closed -$5K – 1532
2019
Q4 		$5K Hold
104
– – ﹤0.01% 1359
2019
Q3 		$4K Sell
104
-144
-58% -$6.89K ﹤0.01% 1412
2019
Q2 		$11K Buy
248
+149
+151% +$7.98K ﹤0.01% 1118
2019
Q1 		$6K Buy
+99
New +$5.4K ﹤0.01% 1052

Other funds holding CDK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's CDK Position: Q1 2020 in Review

Realta Investment Advisors sold out of CDK Global, Inc. (CDK) in Q1 2020, closing a stake of 104 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in CDK in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q2 2019. 467 funds tracked by Wall St. Rank hold CDK as of Q1 2020.

  • Realta Investment Advisors reported no remaining CDK Global, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 104 CDK Global, Inc. shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in CDK Global, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's CDK Global, Inc. position peaked at $11K in Q2 2019.
  • 467 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.