APA
CDLX icon

American Portfolios Advisors’s Cardlytics CDLX Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-11
Closed -$9.48K – 3522
2021
Q3 		$9.48K Buy
11
+8
+267% +$8.12K ﹤0.01% 2597
2021
Q2 		$3.3K Hold
3
– – ﹤0.01% 2989
2021
Q1 		$2.85K Hold
3
– – ﹤0.01% 2886
2020
Q4 		$3.71K Hold
3
– – ﹤0.01% 2533
2020
Q3 		$1.83K Buy
+3
New +$2.18K ﹤0.01% 2642

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

American Portfolios Advisors's CDLX Position: Q4 2021 in Review

American Portfolios Advisors sold out of Cardlytics (CDLX) in Q4 2021, closing a stake of 11 shares — an estimated $9.48K sold.

American Portfolios Advisors first reported a position in CDLX in Q3 2020 and held it in 5 quarters. The position peaked at $9.48K in Q3 2021. 163 funds tracked by Wall St. Rank hold CDLX as of Q4 2021.

  • American Portfolios Advisors reported no remaining Cardlytics position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 11 Cardlytics shares in Q4 2021, an estimated $9.48K.
  • American Portfolios Advisors first reported a position in Cardlytics in Q3 2020 and held it in 5 quarters.
  • American Portfolios Advisors's Cardlytics position peaked at $9.48K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held Cardlytics as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.