EWA
CDZI icon

EverSource Wealth Advisors’s Cadiz CDZI Stock Holding History

EverSource Wealth Advisors’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 		$3.75K Buy
763
+684
+866% +$3.74K ﹤0.01% 3397
2025
Q4 		$443 Hold
79
– – ﹤0.01% 3896
2025
Q3 		$373 Sell
79
-56
-41% -$196 ﹤0.01% 4016
2025
Q2 		$404 Buy
+135
New +$388 ﹤0.01% 3949
2024
Q1 		– Sell
-125
Closed -$350 – 2910
2023
Q4 		$350 Hold
125
– – ﹤0.01% 2569
2023
Q3 		$414 Hold
125
– – ﹤0.01% 2413
2023
Q2 		$508 Buy
+125
New +$552 ﹤0.01% 2351

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