EW
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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 0.33% 74
2024
Q1 		$125K Hold
42,965
– – ﹤0.01% 392
2023
Q4 		$120K Hold
42,965
– – 0.24% 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 $329M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.31B AUM 28.11% 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 $456M AUM 896.07% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return