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Cardlytics shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Cardlytics

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All positions including Cardlytics held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cardlytics by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $231k 14k 16.50
2023-06-30 $89k 14k 6.32
2023-03-31 $48k 14k 3.40

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding Cardlytics

Vanguard Group
683 Capital Management
Worldly Partners Management
Baillie Gifford & Co
Dimensional Fund Advisors
D. E. Shaw & Co
General Equity Holdings
Marshall Wace
Citadel Advisors
Davidson Kempner Capital Management
Wolverine Asset Management
Jacobs Levy Equity Management
Landscape Capital Management
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Cardlytics