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Harvest Investment Services’s Cadiz CDZI Stock Holding History

Harvest Investment Services’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
2023
Q2 		– Sell
-14,416
Closed -$58.2K – 165
2023
Q1 		$58.2K Buy
+14,416
New +$58.2K 0.05% 126

Other funds holding CDZI

OAM
Odey Asset Management London, United Kingdom, United Kingdom $80.1M AUM
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 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 $3.38T AUM 44.17% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Harvest Investment Services's CDZI Position: Q2 2023 in Review

Harvest Investment Services sold out of Cadiz (CDZI) in Q2 2023, closing a stake of 14,416 shares — an estimated $58.2K sold.

Harvest Investment Services first reported a position in CDZI in Q1 2023 and held it in 1 quarter. The position peaked at $58.2K in Q1 2023. 80 funds tracked by Wall St. Rank hold CDZI as of Q2 2023.

  • Harvest Investment Services reported no remaining Cadiz position as of Q2 2023 after selling out during the quarter.
  • Harvest Investment Services sold 14,416 Cadiz shares in Q2 2023, an estimated $58.2K.
  • Harvest Investment Services first reported a position in Cadiz in Q1 2023 and held it in 1 quarter.
  • Harvest Investment Services's Cadiz position peaked at $58.2K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held Cadiz as of Q2 2023.

Based on Harvest Investment Services's 13F filing for Q2 2023, filed 11 Aug 2023.