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Wealthcare Advisory Partners’s Cardlytics CDLX Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-10
Closed -$11K – 752
2021
Q1 		$11K Buy
+10
New +$13.2K ﹤0.01% 1413
2020
Q2 		– Sell
-10
Closed -$3K – 467
2020
Q1 		$3K Buy
+10
New +$7.08K ﹤0.01% 1213

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
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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Wealthcare Advisory Partners's CDLX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Cardlytics (CDLX) in Q2 2021, closing a stake of 10 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in CDLX in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 189 funds tracked by Wall St. Rank hold CDLX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Cardlytics position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10 Cardlytics shares in Q2 2021, an estimated $11K.
  • Wealthcare Advisory Partners first reported a position in Cardlytics in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Cardlytics position peaked at $11K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Cardlytics as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.