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WealthPLAN Partners’s Cardlytics CDLX Stock Holding History

WealthPLAN 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
2020
Q3 		– Sell
-300
Closed -$240K – 320
2020
Q2 		$240K Buy
+300
New +$173K 0.02% 272
2020
Q1 		– Sell
-300
Closed -$281K – 259
2019
Q4 		$281K Buy
+300
New +$147K 0.03% 210

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's CDLX Position: Q3 2020 in Review

WealthPLAN Partners sold out of Cardlytics (CDLX) in Q3 2020, closing a stake of 300 shares — an estimated $240K sold.

WealthPLAN Partners first reported a position in CDLX in Q4 2019 and held it in 2 quarters. The position peaked at $281K in Q4 2019. 164 funds tracked by Wall St. Rank hold CDLX as of Q3 2020.

  • WealthPLAN Partners reported no remaining Cardlytics position as of Q3 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 300 Cardlytics shares in Q3 2020, an estimated $240K.
  • WealthPLAN Partners first reported a position in Cardlytics in Q4 2019 and held it in 2 quarters.
  • WealthPLAN Partners's Cardlytics position peaked at $281K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Cardlytics as of Q3 2020.

Based on WealthPLAN Partners's 13F filing for Q3 2020, filed 18 Dec 2020.