AWM
CDZI icon

Avior Wealth Management’s Cadiz CDZI Stock Holding History

Avior Wealth Management’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-240
Closed -$1.25K – 1000
2024
Q4 		$1.25K Hold
240
– – ﹤0.01% 2179
2024
Q3 		$727 Hold
240
– – ﹤0.01% 2119
2024
Q2 		$741 Sell
240
-8
-3% -$22 ﹤0.01% 2068
2024
Q1 		$719 Buy
248
+8
+3% +$22 ﹤0.01% 2469
2023
Q4 		$672 Sell
240
-40
-14% -$121 ﹤0.01% 1406
2023
Q3 		$926 Hold
280
– – ﹤0.01% 1454
2023
Q2 		$1.14K Hold
280
– – ﹤0.01% 1409
2023
Q1 		$1.13K Buy
+280
New +$1.13K ﹤0.01% 1450

Other funds holding CDZI

WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

Avior Wealth Management's CDZI Position: Q1 2025 in Review

Avior Wealth Management sold out of Cadiz (CDZI) in Q1 2025, closing a stake of 240 shares — an estimated $1.25K sold.

Avior Wealth Management first reported a position in CDZI in Q1 2023 and held it in 8 quarters. The position peaked at $1.25K in Q4 2024. 107 funds tracked by Wall St. Rank hold CDZI as of Q1 2025.

  • Avior Wealth Management reported no remaining Cadiz position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 240 Cadiz shares in Q1 2025, an estimated $1.25K.
  • Avior Wealth Management first reported a position in Cadiz in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Cadiz position peaked at $1.25K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Cadiz as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.