Capstone Investment Advisors
CDLX icon

Capstone Investment Advisors’s Cardlytics CDLX Stock Holding History

Capstone 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
2024
Q4 		– Sell
-9,000
Closed -$288K – 1864
2024
Q3 		$288K Sell
9,000
-1,550
-15% -$86K ﹤0.01% 1429
2024
Q2 		$866K Hold
10,550
– – ﹤0.01% 1050
2024
Q1 		$1.53M Sell
10,550
-19,250
-65% -$1.63M 0.01% 910
2023
Q4 		$2.74M Buy
29,800
+8,750
+42% +$890K 0.01% 722
2023
Q3 		$3.47M Buy
+21,050
New +$2.73M 0.02% 537

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6CM
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KGAMU
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WPM
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MFS
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D.E. Shaw & Co
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Geode Capital Management
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State Street
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