AFWM
CDLX icon

Abich Financial Wealth Management’s Cardlytics CDLX Stock Holding History

Abich Financial Wealth Management’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$1.23K – 560
2023
Q4 		$1.23K Buy
+13
New +$1.32K ﹤0.01% 366

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abich Financial Wealth Management's CDLX Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Cardlytics (CDLX) in Q1 2024, closing a stake of 13 shares — an estimated $1.23K sold.

Abich Financial Wealth Management first reported a position in CDLX in Q4 2023 and held it in 1 quarter. The position peaked at $1.23K in Q4 2023. 144 funds tracked by Wall St. Rank hold CDLX as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Cardlytics position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 13 Cardlytics shares in Q1 2024, an estimated $1.23K.
  • Abich Financial Wealth Management first reported a position in Cardlytics in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Cardlytics position peaked at $1.23K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held Cardlytics as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.