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CAPTRUST Financial Advisors’s
Cadiz
CDZI
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
CDZI Stock Details
CDZI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-616
Closed
-$1K
–
4948
2022
Q1
$1K
Sell
616
-1,719
-74%
-$4.33K
﹤0.01%
4664
2021
Q4
$9K
Buy
+2,335
New
+$12.6K
﹤0.01%
3767
Other funds holding CDZI
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25.57%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
EP
Elkhorn Partners
Omaha, Nebraska
$157M AUM
11.91%
1-Year Est. Return
BRF
B. Riley Financial
Los Angeles, California
$456M AUM
896.07%
1-Year Est. Return
GCP
GSA Capital Partners
London, United Kingdom
$1.61B AUM
28.28%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SG Americas Securities
New York
$90.6B AUM
36.98%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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