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IFP Advisors’s Cardlytics CDLX Stock Holding History

IFP 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
2025
Q1 		– Hold
0
– – – 3934
2024
Q4 		– Hold
0
– – – 3851
2022
Q4 		– Sell
-7
Closed -$3K – 4632
2022
Q3 		$3K Hold
7
– – ﹤0.01% 4198
2022
Q2 		$3K Hold
7
– – ﹤0.01% 3960
2022
Q1 		$3K Buy
+7
New +$4.23K ﹤0.01% 3960

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
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IFP Advisors's CDLX Position: Q1 2025 in Review

IFP Advisors held its Cardlytics (CDLX) position steady in Q1 2025 at 0 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #3934.

IFP Advisors first reported a position in CDLX in Q1 2022 and has held it in 3 quarters since. The position peaked at $3K in Q3 2022. 108 funds tracked by Wall St. Rank hold CDLX as of Q1 2025.

  • IFP Advisors held 0 shares of Cardlytics worth $76 as of Q1 2025.
  • IFP Advisors left its Cardlytics share count unchanged in Q1 2025.
  • Cardlytics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #3934 holding.
  • IFP Advisors first reported a position in Cardlytics in Q1 2022 and has held it in 3 quarters since.
  • IFP Advisors's Cardlytics position peaked at $3K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held Cardlytics as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.