Creative Planning
CDLX icon

Creative Planning’s Cardlytics CDLX Stock Holding History

Creative Planning’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
2026
Q1 		$19.4K Hold
1,852
– – ﹤0.01% 4047
2025
Q4 		$21.3K Hold
1,852
– – ﹤0.01% 3845
2025
Q3 		$45K Hold
1,852
– – ﹤0.01% 3770
2025
Q2 		$30.5K Hold
1,852
– – ﹤0.01% 3567
2025
Q1 		$33.7K Sell
1,852
-235
-11% -$6.71K ﹤0.01% 3376
2024
Q4 		$77.4K Sell
2,087
-867
-29% -$33.2K ﹤0.01% 3192
2024
Q3 		$94.5K Buy
2,954
+772
+35% +$42.8K ﹤0.01% 3027
2024
Q2 		$179K Buy
2,182
+365
+20% +$39.5K ﹤0.01% 2708
2024
Q1 		$263K Buy
1,817
+1
+0.1% +$84 ﹤0.01% 2355
2023
Q4 		$167K Buy
1,816
+9
+0.5% +$915 ﹤0.01% 2486
2023
Q3 		$298K Buy
1,807
+31
+2% +$4.03K ﹤0.01% 1951
2023
Q2 		$112K Buy
1,776
+4
+0.2% +$242 ﹤0.01% 2328
2023
Q1 		$60.2K Buy
+1,772
New +$92.6K ﹤0.01% 2324

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
6CM
683 Capital Management New York $1.08B 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return