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Wipfli Financial Advisors’s Cardlytics CDLX Stock Holding History

Wipfli Financial 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
Q3 		$1K Buy
+7
New +$996 ﹤0.01% 2384

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's CDLX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cardlytics (CDLX) in Q3 2022: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2384 among its holdings.

132 funds tracked by Wall St. Rank hold CDLX as of Q3 2022.

  • Wipfli Financial Advisors held 7 shares of Cardlytics worth $1K as of Q3 2022.
  • Cardlytics was a new Wipfli Financial Advisors position in Q3 2022.
  • Cardlytics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2384 holding.
  • 132 funds tracked by Wall St. Rank held Cardlytics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.