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Berman Capital Advisors’s Cardlytics CDLX Stock Holding History

Berman Capital 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
Q2 		– Hold
0
– – – 1907
2021
Q1 		– Hold
0
– – – 1779
2020
Q2 		– Sell
-10
Closed -$3K – 1630
2020
Q1 		$3K Hold
10
– – ﹤0.01% 1017
2019
Q4 		$6K Buy
+10
New +$4.89K ﹤0.01% 912

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
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Berman Capital Advisors's CDLX Position: Q2 2021 in Review

Berman Capital Advisors held its Cardlytics (CDLX) position steady in Q2 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Berman Capital Advisors first reported a position in CDLX in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 189 funds tracked by Wall St. Rank hold CDLX as of Q2 2021.

  • Berman Capital Advisors held 0 shares of Cardlytics worth $0 as of Q2 2021.
  • Berman Capital Advisors left its Cardlytics share count unchanged in Q2 2021.
  • Cardlytics made up ﹤0.01% of Berman Capital Advisors's portfolio in Q2 2021, its #1907 holding.
  • Berman Capital Advisors first reported a position in Cardlytics in Q4 2019 and has held it in 2 quarters since.
  • Berman Capital Advisors's Cardlytics position peaked at $6K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Cardlytics as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.