CIBC Private Wealth Group’s Cardlytics CDLX Stock Holding History

CIBC Private Wealth Group’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	-370	Closed	-$11.8K	–	3013
2024 Q3	$11.8K	Hold	370	–	–	﹤0.01%	2354
2024 Q2	$30.4K	Hold	370	–	–	﹤0.01%	1870
2024 Q1	$53.5K	Buy	+370	New	+$31.2K	﹤0.01%	1645
2022 Q3	–	Sell	-1,918	Closed	-$428K	–	949
2022 Q2	$428K	Sell	1,918 -4,386	-70%	-$1.47M	﹤0.01%	733
2022 Q1	$3.47M	Hold	6,304	–	–	0.01%	444
2021 Q4	$4.17M	Buy	+6,304	New	+$4.82M	0.01%	427
2019 Q4	–	Sell	-3,391	Closed	-$1.14M	–	898
2019 Q3	$1.14M	Sell	3,391 -384	-10%	-$123K	﹤0.01%	551
2019 Q2	$981K	Hold	3,775	–	–	﹤0.01%	585
2019 Q1	$624K	Buy	3,775 +238	+7%	+$38.7K	﹤0.01%	678
2018 Q4	$383K	Buy	+3,537	New	+$596K	﹤0.01%	732

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

WPM

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's CDLX Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Cardlytics (CDLX) in Q4 2024, closing a stake of 370 shares — an estimated $11.8K sold.

CIBC Private Wealth Group first reported a position in CDLX in Q4 2018 and held it in 10 quarters. The position peaked at $4.17M in Q4 2021. 108 funds tracked by Wall St. Rank hold CDLX as of Q4 2024.

CIBC Private Wealth Group reported no remaining Cardlytics position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 370 Cardlytics shares in Q4 2024, an estimated $11.8K.
CIBC Private Wealth Group first reported a position in Cardlytics in Q4 2018 and held it in 10 quarters.
CIBC Private Wealth Group's Cardlytics position peaked at $4.17M in Q4 2021.
108 funds tracked by Wall St. Rank held Cardlytics as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.