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TCI Wealth Advisors’s Cardlytics CDLX Stock Holding History

TCI Wealth 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 		– Sell
-7
Closed -$1K – 2513
2022
Q3 		$1K Buy
+7
New +$996 ﹤0.01% 2049
2022
Q1 		– Sell
-15
Closed -$10K – 2251
2021
Q4 		$10K Buy
15
+6
+67% +$4.59K ﹤0.01% 1145
2021
Q3 		$8K Buy
9
+4
+80% +$4.06K ﹤0.01% 1231
2021
Q2 		$6K Hold
5
– – ﹤0.01% 1286
2021
Q1 		$6K Buy
+5
New +$6.6K ﹤0.01% 1126
2019
Q4 		– Sell
-2
Closed -$1K – 1543
2019
Q3 		$1K Hold
2
– – ﹤0.01% 1240
2019
Q2 		$1K Buy
+2
New +$400 ﹤0.01% 1157

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.92B AUM 85.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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 $1.13B AUM 8.41% 1-Year Est. Return

TCI Wealth Advisors's CDLX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Cardlytics (CDLX) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CDLX in Q2 2019 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 121 funds tracked by Wall St. Rank hold CDLX as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Cardlytics position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 7 Cardlytics shares in Q4 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Cardlytics in Q2 2019 and held it in 7 quarters.
  • TCI Wealth Advisors's Cardlytics position peaked at $10K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Cardlytics as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.