Foundations Investment Advisors’s Cadiz CDZI Stock Holding History

Foundations Investment 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
2025 Q2	–	Sell	-24,000	Closed	-$70.3K	–	928
2025 Q1	$70.3K	Hold	24,000	–	–	﹤0.01%	834
2024 Q4	$125K	Hold	24,000	–	–	﹤0.01%	814
2024 Q3	$72.7K	Hold	24,000	–	–	﹤0.01%	797
2024 Q2	$74.2K	Hold	24,000	–	–	﹤0.01%	738
2024 Q1	$69.6K	Hold	24,000	–	–	﹤0.01%	693
2023 Q4	$65.5K	Hold	24,000	–	–	﹤0.01%	657
2023 Q3	$79.4K	Hold	24,000	–	–	﹤0.01%	627
2023 Q2	$97.4K	Hold	24,000	–	–	﹤0.01%	563
2023 Q1	$97K	Hold	24,000	–	–	﹤0.01%	502
2022 Q4	$60K	Hold	24,000	–	–	﹤0.01%	435
2022 Q3	$46K	Hold	24,000	–	–	﹤0.01%	393
2022 Q2	$59K	Buy	+24,000	New	+$50K	﹤0.01%	388

Other funds holding CDZI

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AACA

American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

Foundations Investment Advisors's CDZI Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Cadiz (CDZI) in Q2 2025, closing a stake of 24,000 shares — an estimated $70.3K sold.

Foundations Investment Advisors first reported a position in CDZI in Q2 2022 and held it in 12 quarters. The position peaked at $125K in Q4 2024. 97 funds tracked by Wall St. Rank hold CDZI as of Q2 2025.

Foundations Investment Advisors reported no remaining Cadiz position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 24,000 Cadiz shares in Q2 2025, an estimated $70.3K.
Foundations Investment Advisors first reported a position in Cadiz in Q2 2022 and held it in 12 quarters.
Foundations Investment Advisors's Cadiz position peaked at $125K in Q4 2024.
97 funds tracked by Wall St. Rank held Cadiz as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.