Capital Advisors Ltd’s Cardlytics CDLX Stock Holding History

Capital Advisors Ltd’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
2023 Q1	–	Sell	-13	Closed	-$1K	–	1233
2022 Q4	$1K	Buy	+13	New	+$803	﹤0.01%	961

Other funds holding CDLX

CIP

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

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

6CM

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

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

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

WPM

Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return

Capital Advisors Ltd's CDLX Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Cardlytics (CDLX) in Q1 2023, closing a stake of 13 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CDLX in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 103 funds tracked by Wall St. Rank hold CDLX as of Q1 2023.

Capital Advisors Ltd reported no remaining Cardlytics position as of Q1 2023 after selling out during the quarter.
Capital Advisors Ltd sold 13 Cardlytics shares in Q1 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Cardlytics in Q4 2022 and held it in 1 quarter.
Capital Advisors Ltd's Cardlytics position peaked at $1K in Q4 2022.
103 funds tracked by Wall St. Rank held Cardlytics as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.