MFWM
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Motley Fool Wealth Management’s Cardlytics CDLX Stock Holding History

Motley Fool Wealth Management’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
2023
Q1 		– Sell
-23,636
Closed -$1.37M – 113
2022
Q4 		$1.37M Sell
23,636
-5,298
-18% -$327K 0.09% 115
2022
Q3 		$2.72M Buy
28,934
+12,318
+74% +$1.75M 0.18% 97
2022
Q2 		$3.71M Sell
16,616
-835
-5% -$280K 0.23% 93
2022
Q1 		$9.59M Buy
17,451
+228
+1% +$138K 0.46% 66
2021
Q4 		$11.4M Sell
17,223
-920
-5% -$703K 0.5% 59
2021
Q3 		$15.2M Sell
18,143
-178
-1% -$181K 0.66% 50
2021
Q2 		$23.3M Sell
18,321
-207
-1% -$234K 0.98% 35
2021
Q1 		$20.3M Sell
18,528
-145
-0.8% -$191K 0.91% 41
2020
Q4 		$26.7M Buy
18,673
+200
+1% +$213K 1.19% 21
2020
Q3 		$13M Buy
18,473
+8,234
+80% +$5.99M 0.68% 47
2020
Q2 		$7.17M Buy
10,239
+56
+0.5% +$32.3K 0.41% 72
2020
Q1 		$3.56M Buy
+10,183
New +$7.21M 0.26% 85

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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return

Motley Fool Wealth Management's CDLX Position: Q1 2023 in Review

Motley Fool Wealth Management sold out of Cardlytics (CDLX) in Q1 2023, closing a stake of 23,636 shares — an estimated $1.37M sold.

Motley Fool Wealth Management first reported a position in CDLX in Q1 2020 and held it in 12 quarters. The position peaked at $26.7M in Q4 2020. 103 funds tracked by Wall St. Rank hold CDLX as of Q1 2023.

  • Motley Fool Wealth Management reported no remaining Cardlytics position as of Q1 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 23,636 Cardlytics shares in Q1 2023, an estimated $1.37M.
  • Motley Fool Wealth Management first reported a position in Cardlytics in Q1 2020 and held it in 12 quarters.
  • Motley Fool Wealth Management's Cardlytics position peaked at $26.7M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Cardlytics as of Q1 2023.

Based on Motley Fool Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.