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Evoke Wealth’s Cadiz CDZI Stock Holding History

Evoke Wealth’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
-70,561
Closed -$214K – 437
2024
Q3 		$214K Sell
70,561
-2,639
-4% -$8.59K 0.01% 385
2024
Q2 		$226K Buy
73,200
+30,235
+70% +$82.1K 0.27% 74
2024
Q1 		$125K Hold
42,965
– – ﹤0.01% 392
2023
Q4 		$120K Hold
42,965
– – 0.2% 84
2023
Q3 		$142K Sell
42,965
-25,135
-37% -$96.3K 0.01% 362
2023
Q2 		$276K Buy
68,100
+5,300
+8% +$23.4K 0.01% 300
2023
Q1 		$254K Buy
62,800
+43,165
+220% +$174K 0.01% 297
2022
Q4 		$49.1K Buy
+19,635
New +$40.9K ﹤0.01% 353

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 $3.37T AUM 44.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Evoke Wealth's CDZI Position: Q4 2024 in Review

Evoke Wealth sold out of Cadiz (CDZI) in Q4 2024, closing a stake of 70,561 shares — an estimated $214K sold.

Evoke Wealth first reported a position in CDZI in Q4 2022 and held it in 8 quarters. The position peaked at $276K in Q2 2023. 96 funds tracked by Wall St. Rank hold CDZI as of Q4 2024.

  • Evoke Wealth reported no remaining Cadiz position as of Q4 2024 after selling out during the quarter.
  • Evoke Wealth sold 70,561 Cadiz shares in Q4 2024, an estimated $214K.
  • Evoke Wealth first reported a position in Cadiz in Q4 2022 and held it in 8 quarters.
  • Evoke Wealth's Cadiz position peaked at $276K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Cadiz as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.