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Steward Partners Investment Advisory’s Cardlytics CDLX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-5
Closed -$4K – 3294
2021
Q4 		$4K Hold
5
– – ﹤0.01% 2869
2021
Q3 		$5K Hold
5
– – ﹤0.01% 2794
2021
Q2 		$7K Buy
+5
New +$5.64K ﹤0.01% 6365

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return

Steward Partners Investment Advisory's CDLX Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Cardlytics (CDLX) in Q1 2022, closing a stake of 5 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in CDLX in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 153 funds tracked by Wall St. Rank hold CDLX as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Cardlytics position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5 Cardlytics shares in Q1 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Cardlytics in Q2 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Cardlytics position peaked at $7K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Cardlytics as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.