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Integrated Advisors Network’s Cardlytics CDLX Stock Holding History

Integrated Advisors Network’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
2022
Q3 		– Sell
-4,274
Closed -$954K – 646
2022
Q2 		$954K Sell
4,274
-1,278
-23% -$428K 0.06% 289
2022
Q1 		$3.05M Buy
+5,552
New +$3.36M 0.18% 148
2021
Q4 		– Sell
-1,746
Closed -$1.47M – 629
2021
Q3 		$1.47M Buy
+1,746
New +$1.77M 0.1% 200

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Advisors Network's CDLX Position: Q3 2022 in Review

Integrated Advisors Network sold out of Cardlytics (CDLX) in Q3 2022, closing a stake of 4,274 shares — an estimated $954K sold.

Integrated Advisors Network first reported a position in CDLX in Q3 2021 and held it in 3 quarters. The position peaked at $3.05M in Q1 2022. 132 funds tracked by Wall St. Rank hold CDLX as of Q3 2022.

  • Integrated Advisors Network reported no remaining Cardlytics position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 4,274 Cardlytics shares in Q3 2022, an estimated $954K.
  • Integrated Advisors Network first reported a position in Cardlytics in Q3 2021 and held it in 3 quarters.
  • Integrated Advisors Network's Cardlytics position peaked at $3.05M in Q1 2022.
  • 132 funds tracked by Wall St. Rank held Cardlytics as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.