Empower Advisory Group
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Empower Advisory Group’s Cardlytics CDLX Stock Holding History

Empower Advisory 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
2023
Q2 		– Sell
-3,940
Closed -$136K – 485
2023
Q1 		$136K Buy
+3,940
New +$206K ﹤0.01% 476

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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empower Advisory Group's CDLX Position: Q2 2023 in Review

Empower Advisory Group sold out of Cardlytics (CDLX) in Q2 2023, closing a stake of 3,940 shares — an estimated $136K sold.

Empower Advisory Group first reported a position in CDLX in Q1 2023 and held it in 1 quarter. The position peaked at $136K in Q1 2023. 110 funds tracked by Wall St. Rank hold CDLX as of Q2 2023.

  • Empower Advisory Group reported no remaining Cardlytics position as of Q2 2023 after selling out during the quarter.
  • Empower Advisory Group sold 3,940 Cardlytics shares in Q2 2023, an estimated $136K.
  • Empower Advisory Group first reported a position in Cardlytics in Q1 2023 and held it in 1 quarter.
  • Empower Advisory Group's Cardlytics position peaked at $136K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Cardlytics as of Q2 2023.

Based on Empower Advisory Group's 13F filing for Q2 2023, filed 10 Aug 2023.