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Warren Street Wealth Advisors’s Cardlytics CDLX Stock Holding History

Warren Street 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
2026
Q2 		– Sell
-1,295
Closed -$13.6K – 158
2026
Q1 		$13.6K Hold
1,295
– – ﹤0.01% 129
2025
Q4 		$14.9K Hold
1,295
– – ﹤0.01% 128
2025
Q3 		$31.5K Hold
1,295
– – 0.01% 151
2025
Q2 		$21.3K Hold
1,295
– – 0.01% 138
2025
Q1 		$23.6K Buy
+1,295
New +$37K 0.01% 112

Other funds holding CDLX

KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Warren Street Wealth Advisors's CDLX Position: Q2 2026 in Review

Warren Street Wealth Advisors sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 1,295 shares — an estimated $13.6K sold.

Warren Street Wealth Advisors first reported a position in CDLX in Q1 2025 and held it in 5 quarters. The position peaked at $31.5K in Q3 2025. 4 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Warren Street Wealth Advisors reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 1,295 Cardlytics shares in Q2 2026, an estimated $13.6K.
  • Warren Street Wealth Advisors first reported a position in Cardlytics in Q1 2025 and held it in 5 quarters.
  • Warren Street Wealth Advisors's Cardlytics position peaked at $31.5K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.