FFA
CDLX icon

Farther Finance Advisors’s Cardlytics CDLX Stock Holding History

Farther Finance 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
2026
Q1 		$40 Hold
4
– – ﹤0.01% 5595
2025
Q4 		$46 Hold
4
– – ﹤0.01% 5356
2025
Q3 		$97 Hold
4
– – ﹤0.01% 4824
2025
Q2 		$66 Hold
4
– – ﹤0.01% 4350
2025
Q1 		$76 Hold
4
– – ﹤0.01% 4096
2024
Q4 		$160 Hold
4
– – ﹤0.01% 3704
2024
Q3 		$138 Hold
4
– – ﹤0.01% 3729
2024
Q2 		$347 Hold
4
– – ﹤0.01% 3360
2024
Q1 		$622 Sell
4
-1
-20% -$84 ﹤0.01% 2949
2023
Q4 		$424 Buy
+5
New +$508 ﹤0.01% 3019
2023
Q1 		– Sell
-7
Closed -$422 – 2363
2022
Q4 		$422 Buy
+7
New +$432 ﹤0.01% 1865

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 $1.92B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return