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Boyce & Associates Wealth Consulting’s Cadiz CDZI Stock Holding History

Boyce & Associates Wealth Consulting’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
2024
Q4 		– Sell
-30,800
Closed -$93.3K – 72
2024
Q3 		$93.3K Sell
30,800
-1,198
-4% -$3.9K 0.1% 69
2024
Q2 		$98.9K Sell
31,998
-500
-2% -$1.36K 0.12% 66
2024
Q1 		$94.2K Hold
32,498
– – 0.12% 56
2023
Q4 		$91K Hold
32,498
– – 0.13% 54
2023
Q3 		$108K Hold
32,498
– – 0.18% 46
2023
Q2 		$132K Hold
32,498
– – 0.22% 47
2023
Q1 		$136K Hold
32,498
– – 0.24% 48
2022
Q4 		$81.2K Hold
32,498
– – 0.16% 45
2022
Q3 		$62K Hold
32,498
– – 0.13% 42
2022
Q2 		$76K Hold
32,498
– – 0.14% 46
2022
Q1 		$67K Buy
+32,498
New +$81.9K 0.1% 53

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
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
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Boyce & Associates Wealth Consulting's CDZI Position: Q4 2024 in Review

Boyce & Associates Wealth Consulting sold out of Cadiz (CDZI) in Q4 2024, closing a stake of 30,800 shares — an estimated $93.3K sold.

Boyce & Associates Wealth Consulting first reported a position in CDZI in Q1 2022 and held it in 11 quarters. The position peaked at $136K in Q1 2023. 96 funds tracked by Wall St. Rank hold CDZI as of Q4 2024.

  • Boyce & Associates Wealth Consulting reported no remaining Cadiz position as of Q4 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 30,800 Cadiz shares in Q4 2024, an estimated $93.3K.
  • Boyce & Associates Wealth Consulting first reported a position in Cadiz in Q1 2022 and held it in 11 quarters.
  • Boyce & Associates Wealth Consulting's Cadiz position peaked at $136K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held Cadiz as of Q4 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2024, filed 13 Jan 2025.