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Allworth Financial’s Cardlytics CDLX Stock Holding History

Allworth Financial’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
2022
Q4 		– Sell
-1
Closed – – 3035
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2696
2022
Q2 		$0 Buy
+1
New +$335 ﹤0.01% 2431
2021
Q1 		– Sell
-2
Closed -$3K – 1492
2020
Q4 		$3K Buy
+2
New +$2.13K ﹤0.01% 1070

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Allworth Financial's CDLX Position: Q4 2022 in Review

Allworth Financial sold out of Cardlytics (CDLX) in Q4 2022, closing a stake of 1 share.

Allworth Financial first reported a position in CDLX in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 121 funds tracked by Wall St. Rank hold CDLX as of Q4 2022.

  • Allworth Financial reported no remaining Cardlytics position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 1 Cardlytics share in Q4 2022.
  • Allworth Financial first reported a position in Cardlytics in Q4 2020 and held it in 3 quarters.
  • Allworth Financial's Cardlytics position peaked at $3K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held Cardlytics as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.