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Destination Wealth Management’s Cardlytics CDLX Stock Holding History

Destination Wealth Management’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
2025
Q4 		– Sell
-1,000
Closed -$24.3K – 338
2025
Q3 		$24.3K Hold
1,000
– – ﹤0.01% 273
2025
Q2 		$16.4K Buy
+1,000
New +$17.3K ﹤0.01% 262

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's CDLX Position: Q4 2025 in Review

Destination Wealth Management sold out of Cardlytics (CDLX) in Q4 2025, closing a stake of 1,000 shares — an estimated $24.3K sold.

Destination Wealth Management first reported a position in CDLX in Q2 2025 and held it in 2 quarters. The position peaked at $24.3K in Q3 2025. 70 funds tracked by Wall St. Rank hold CDLX as of Q4 2025.

  • Destination Wealth Management reported no remaining Cardlytics position as of Q4 2025 after selling out during the quarter.
  • Destination Wealth Management sold 1,000 Cardlytics shares in Q4 2025, an estimated $24.3K.
  • Destination Wealth Management first reported a position in Cardlytics in Q2 2025 and held it in 2 quarters.
  • Destination Wealth Management's Cardlytics position peaked at $24.3K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Cardlytics as of Q4 2025.

Based on Destination Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.