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Stock index based on fund manager consensus updated each quarter
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PCA
Personal Capital Advisors’s
Cardlytics
CDLX
Stock Holding History
Personal Capital 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
$228K
Hold
3,940
–
–
﹤0.01%
438
2022
Q3
$370K
Hold
3,940
–
–
﹤0.01%
326
2022
Q2
$879K
Hold
3,940
–
–
﹤0.01%
241
2022
Q1
$2.17M
Buy
+3,940
New
+$2.38M
0.01%
216
Other funds holding CDLX
CIP
CAS Investment Partners
Westport, Connecticut
$1.75B AUM
41.95%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.08B 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
$127B 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
$915M AUM
8.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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