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

Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

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

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Barclays London, United Kingdom $280B 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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