Carson Wealth (CWM LLC)
CDZI icon

Carson Wealth (CWM LLC)’s Cadiz CDZI Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$94.8K Buy
19,303
+17,841
+1,220% +$97.5K ﹤0.01% 3320
2025
Q4 		$8K Buy
1,462
+471
+48% +$2.53K ﹤0.01% 4623
2025
Q3 		$5K Buy
991
+441
+80% +$1.54K ﹤0.01% 4714
2025
Q2 		$2K Sell
550
-5
-0.9% -$14 ﹤0.01% 4858
2025
Q1 		$2K Buy
555
+73
+15% +$321 ﹤0.01% 4729
2024
Q4 		$3K Buy
482
+275
+133% +$991 ﹤0.01% 4388
2024
Q3 		$1K Buy
207
+110
+113% +$358 ﹤0.01% 4532
2024
Q2 		$0 Buy
+97
New +$263 ﹤0.01% 4617
2022
Q2 		– Sell
-888
Closed -$2K – 3808
2022
Q1 		$2K Buy
+888
New +$2.24K ﹤0.01% 3145

Other funds holding CDZI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return