Advisor Group’s Cardlytics CDLX Stock Holding History

Advisor Group’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
2019 Q4	$1.28M	Buy	2,041 +2,003	+5,271%	+$979K	0.01%	1050
2019 Q3	$13K	Sell	38 -3	-7%	-$962	﹤0.01%	4200
2019 Q2	$11K	Buy	41 +13	+46%	+$2.6K	﹤0.01%	4313
2019 Q1	$5K	Hold	28	–	–	﹤0.01%	4665
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	4694
2018 Q3	$7K	Buy	+28	New	+$6.02K	﹤0.01%	4438

Other funds holding CDLX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Advisor Group's CDLX Position: Q4 2019 in Review

Advisor Group increased its Cardlytics (CDLX) stake by 5,271% in Q4 2019, buying an estimated $979K and bringing the position to 2,041 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1050.

Advisor Group first reported a position in CDLX in Q3 2018 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold CDLX as of Q4 2019.

Advisor Group held 2,041 shares of Cardlytics worth $1.28M as of Q4 2019.
Advisor Group bought 2,003 Cardlytics shares in Q4 2019, an estimated $979K.
Cardlytics made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1050 holding.
Advisor Group first reported a position in Cardlytics in Q3 2018 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held Cardlytics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.