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Ladenburg Thalmann Financial Services’s Cardlytics CDLX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$9K Sell
15
-5
-25% -$2.44K ﹤0.01% 4516
2019
Q3 		$7K Buy
+20
New +$6.41K ﹤0.01% 4531

Other funds holding CDLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CDLX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Cardlytics (CDLX) stake by 25% in Q4 2019, selling an estimated $2.44K and leaving 15 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4516.

Ladenburg Thalmann Financial Services first reported a position in CDLX in Q3 2019 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold CDLX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 15 shares of Cardlytics worth $9K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 5 Cardlytics shares in Q4 2019, an estimated $2.44K.
  • Cardlytics made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4516 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Cardlytics in Q3 2019 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Cardlytics as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.