NewEdge Advisors’s Cardlytics CDLX Stock Holding History

NewEdge 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
2024 Q2	–	Sell	-57	Closed	-$8.2K	–	3828
2024 Q1	$8.2K	Buy	+57	New	+$4.81K	﹤0.01%	2960

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

6CM

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

PIP

PB Investment Partners Burlingame, California $127M AUM 0.83% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

WPM

Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return

BCM

Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's CDLX Position: Q2 2024 in Review

NewEdge Advisors sold out of Cardlytics (CDLX) in Q2 2024, closing a stake of 57 shares — an estimated $8.2K sold.

NewEdge Advisors first reported a position in CDLX in Q1 2024 and held it in 1 quarter. The position peaked at $8.2K in Q1 2024. 127 funds tracked by Wall St. Rank hold CDLX as of Q2 2024.

NewEdge Advisors reported no remaining Cardlytics position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 57 Cardlytics shares in Q2 2024, an estimated $8.2K.
NewEdge Advisors first reported a position in Cardlytics in Q1 2024 and held it in 1 quarter.
NewEdge Advisors's Cardlytics position peaked at $8.2K in Q1 2024.
127 funds tracked by Wall St. Rank held Cardlytics as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.