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Pinnacle Wealth Planning Services’s Cardlytics CDLX Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-171
Closed -$243K – 628
2020
Q4 		$243K Buy
+171
New +$182K 0.06% 239

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDLX Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Cardlytics (CDLX) in Q1 2021, closing a stake of 171 shares — an estimated $243K sold.

Pinnacle Wealth Planning Services first reported a position in CDLX in Q4 2020 and held it in 1 quarter. The position peaked at $243K in Q4 2020. 204 funds tracked by Wall St. Rank hold CDLX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cardlytics position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 171 Cardlytics shares in Q1 2021, an estimated $243K.
  • Pinnacle Wealth Planning Services first reported a position in Cardlytics in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cardlytics position peaked at $243K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held Cardlytics as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.