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Householder Group Estate & Retirement Specialist’s Cadiz CDZI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q3 		– Sell
-1,000
Closed -$3K – 1177
2024
Q2 		$3K Hold
1,000
– – ﹤0.01% 995
2024
Q1 		$2.9K Hold
1,000
– – ﹤0.01% 1000
2023
Q4 		$2K Hold
1,000
– – ﹤0.01% 978
2023
Q3 		$3.31K Buy
+1,000
New +$3.83K ﹤0.01% 999
2023
Q1 		$4K Buy
+1,000
New +$4.04K ﹤0.01% 984
2022
Q4 		– Sell
-1,000
Closed -$1K – 441
2022
Q3 		$1K Buy
+1,000
New +$3.37K ﹤0.01% 1007

Other funds holding CDZI

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
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 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
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CDZI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Cadiz (CDZI) in Q3 2024, closing a stake of 1,000 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in CDZI in Q3 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2023. 82 funds tracked by Wall St. Rank hold CDZI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Cadiz position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,000 Cadiz shares in Q3 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Cadiz in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Cadiz position peaked at $4K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Cadiz as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.