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Concurrent Investment Advisors’s Cardlytics CDLX Stock Holding History

Concurrent 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
-1,319
Closed -$42.2K – 1137
2024
Q3 		$42.2K Hold
1,319
– – ﹤0.01% 1025
2024
Q2 		$108K Hold
1,319
– – ﹤0.01% 926
2024
Q1 		$191K Hold
1,319
– – 0.01% 812
2023
Q4 		$121K Buy
+1,319
New +$134K 0.01% 810

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concurrent Investment Advisors's CDLX Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Cardlytics (CDLX) in Q4 2024, closing a stake of 1,319 shares — an estimated $42.2K sold.

Concurrent Investment Advisors first reported a position in CDLX in Q4 2023 and held it in 4 quarters. The position peaked at $191K in Q1 2024. 108 funds tracked by Wall St. Rank hold CDLX as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Cardlytics position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,319 Cardlytics shares in Q4 2024, an estimated $42.2K.
  • Concurrent Investment Advisors first reported a position in Cardlytics in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's Cardlytics position peaked at $191K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Cardlytics as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.