SWA
CDK

Sutton Wealth Advisors’s CDK Global, Inc. CDK Stock Holding History

Sutton Wealth 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
-3,553
Closed -$195K – 1751
2022
Q2 		$195K Hold
3,553
– – 0.08% 172
2022
Q1 		$173K Sell
3,553
-9
-0.3% -$403 0.06% 192
2021
Q4 		$149K Buy
3,562
+16
+0.5% +$671 0.05% 211
2021
Q3 		$151K Hold
3,546
– – 0.06% 201
2021
Q2 		$176K Hold
3,546
– – 0.06% 192
2021
Q1 		$192K Hold
3,546
– – 0.08% 175
2020
Q4 		$184K Hold
3,546
– – 0.08% 165
2020
Q3 		$155K Hold
3,546
– – 0.07% 167
2020
Q2 		$147K Sell
3,546
-33
-0.9% -$1.27K 0.08% 168
2020
Q1 		$118K Buy
3,579
+45
+1% +$2.15K 0.07% 176
2019
Q4 		$193K Hold
3,534
– – 0.1% 154
2019
Q3 		$170K Hold
3,534
– – 0.09% 163
2019
Q2 		$175K Sell
3,534
-11
-0.3% -$589 0.1% 157
2019
Q1 		$209K Buy
3,545
+13
+0.4% +$709 0.12% 134
2018
Q4 		$169K Buy
3,532
+2,645
+298% +$140K 0.11% 146
2018
Q3 		$55.5K Hold
887
– – 0.04% 271
2018
Q2 		$57.7K Buy
887
+30
+4% +$1.94K 0.04% 255
2018
Q1 		$54.3K Buy
857
+133
+18% +$9.31K 0.04% 261
2017
Q4 		$51.6K Hold
724
– – 0.04% 268
2017
Q3 		$45.7K Hold
724
– – 0.03% 291
2017
Q2 		$44.9K Buy
724
+666
+1,148% +$41.8K 0.04% 280
2017
Q1 		$3.77K Hold
58
– – ﹤0.01% 879
2016
Q4 		$3.46K Hold
58
– – ﹤0.01% 885
2016
Q3 		$3.33K Hold
58
– – ﹤0.01% 883
2016
Q2 		$3.22K Hold
58
– – ﹤0.01% 853
2016
Q1 		$2.7K Buy
+58
New +$2.58K ﹤0.01% 851

Other funds holding CDK

IA
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
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

Sutton Wealth Advisors's CDK Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of CDK Global, Inc. (CDK) in Q3 2022, closing a stake of 3,553 shares — an estimated $195K sold.

Sutton Wealth Advisors first reported a position in CDK in Q1 2016 and held it in 26 quarters. The position peaked at $209K in Q1 2019. 6 funds tracked by Wall St. Rank hold CDK as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining CDK Global, Inc. position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 3,553 CDK Global, Inc. shares in Q3 2022, an estimated $195K.
  • Sutton Wealth Advisors first reported a position in CDK Global, Inc. in Q1 2016 and held it in 26 quarters.
  • Sutton Wealth Advisors's CDK Global, Inc. position peaked at $209K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held CDK Global, Inc. as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.