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Bell Investment Advisors’s Cardlytics CDLX Stock Holding History

Bell Investment 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 		$1K Buy
+2
New +$1.53K ﹤0.01% 1373
2021
Q3 		– Hold
0
– – – 1731

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 $620M AUM 14.15% 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

Bell Investment Advisors's CDLX Position: Q4 2021 in Review

Bell Investment Advisors opened a new position in Cardlytics (CDLX) in Q4 2021: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings.

163 funds tracked by Wall St. Rank hold CDLX as of Q4 2021.

  • Bell Investment Advisors held 2 shares of Cardlytics worth $1K as of Q4 2021.
  • Cardlytics was a new Bell Investment Advisors position in Q4 2021.
  • Cardlytics made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #1373 holding.
  • 163 funds tracked by Wall St. Rank held Cardlytics as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.