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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 $1.88B AUM 2.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $122M AUM 11.49% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Personal Capital Advisors's CDLX Position: Q4 2022 in Review

Personal Capital Advisors held its Cardlytics (CDLX) position steady in Q4 2022 at 3,940 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Personal Capital Advisors first reported a position in CDLX in Q1 2022 and has held it in 4 quarters since. The position peaked at $2.17M in Q1 2022. 121 funds tracked by Wall St. Rank hold CDLX as of Q4 2022.

  • Personal Capital Advisors held 3,940 shares of Cardlytics worth $228K as of Q4 2022.
  • Personal Capital Advisors left its Cardlytics share count unchanged in Q4 2022.
  • Cardlytics made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #438 holding.
  • Personal Capital Advisors first reported a position in Cardlytics in Q1 2022 and has held it in 4 quarters since.
  • Personal Capital Advisors's Cardlytics position peaked at $2.17M in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Cardlytics as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.