JP Morgan Private Wealth Advisors’s Cardlytics CDLX Stock Holding History

JP Morgan Private Wealth 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
2022 Q4	–	Sell	-4,811	Closed	-$452K	–	1935
2022 Q3	$452K	Sell	4,811 -177	-4%	-$25.2K	﹤0.01%	1504
2022 Q2	$1.11M	Sell	4,988 -654	-12%	-$219K	﹤0.01%	1090
2022 Q1	$3.1M	Sell	5,642 -500	-8%	-$302K	0.01%	759
2021 Q4	$4.06M	Hold	6,142	–	–	0.01%	664
2021 Q3	$5.16M	Sell	6,142 -1,003	-14%	-$1.02M	0.01%	588
2021 Q2	$9.07M	Buy	+7,145	New	+$8.06M	0.02%	440

Other funds holding CDLX

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

ACM

Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CDLX Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Cardlytics (CDLX) in Q4 2022, closing a stake of 4,811 shares — an estimated $452K sold.

JP Morgan Private Wealth Advisors first reported a position in CDLX in Q2 2021 and held it in 6 quarters. The position peaked at $9.07M in Q2 2021. 121 funds tracked by Wall St. Rank hold CDLX as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Cardlytics position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,811 Cardlytics shares in Q4 2022, an estimated $452K.
JP Morgan Private Wealth Advisors first reported a position in Cardlytics in Q2 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Cardlytics position peaked at $9.07M in Q2 2021.
121 funds tracked by Wall St. Rank held Cardlytics as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.