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Sowell Financial Services’s Cardlytics CDLX Stock Holding History

Sowell Financial 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
Q2 		– Sell
-1
Closed -$1K – 878
2021
Q1 		$1K Sell
1
-1
-50% -$1.32K ﹤0.01% 2909
2020
Q4 		$3K Buy
+2
New +$2.13K ﹤0.01% 2384

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Sowell Financial Services's CDLX Position: Q2 2021 in Review

Sowell Financial Services sold out of Cardlytics (CDLX) in Q2 2021, closing a stake of 1 share — an estimated $1K sold.

Sowell Financial Services first reported a position in CDLX in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 189 funds tracked by Wall St. Rank hold CDLX as of Q2 2021.

  • Sowell Financial Services reported no remaining Cardlytics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1 Cardlytics share in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Cardlytics in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Cardlytics position peaked at $3K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Cardlytics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.