TFP
CDLX icon

Tilia Fiduciary Partners’s Cardlytics CDLX Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-2
Closed -$114 – 153
2023
Q2 		$114 Hold
2
– – ﹤0.01% 520
2023
Q1 		$61 Hold
2
– – ﹤0.01% 509
2022
Q4 		$104 Sell
2
-4
-67% -$247 ﹤0.01% 501
2022
Q3 		$0 Sell
6
-13
-68% -$1.85K ﹤0.01% 515
2022
Q2 		$3K Sell
19
-3
-14% -$1K ﹤0.01% 467
2022
Q1 		$12K Sell
22
-4
-15% -$2.42K 0.01% 384
2021
Q4 		$17K Buy
+26
New +$19.9K 0.01% 357

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
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tilia Fiduciary Partners's CDLX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Cardlytics (CDLX) in Q3 2023, closing a stake of 2 shares — an estimated $114 sold.

Tilia Fiduciary Partners first reported a position in CDLX in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 112 funds tracked by Wall St. Rank hold CDLX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Cardlytics position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 2 Cardlytics shares in Q3 2023, an estimated $114.
  • Tilia Fiduciary Partners first reported a position in Cardlytics in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Cardlytics position peaked at $17K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Cardlytics as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.