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Sheaff Brock Investment Advisors’s Cadiz CDZI Stock Holding History

Sheaff Brock 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
2024
Q2 		– Sell
-41,000
Closed -$119K – 465
2024
Q1 		$119K Buy
41,000
+17,000
+71% +$46.7K 0.01% 475
2023
Q4 		$67.2K Hold
24,000
– – 0.01% 464
2023
Q3 		$79.4K Sell
24,000
-2,000
-8% -$7.66K 0.01% 441
2023
Q2 		$106K Hold
26,000
– – 0.01% 457
2023
Q1 		$105K Hold
26,000
– – 0.01% 480
2022
Q4 		$65K Hold
26,000
– – 0.01% 483
2022
Q3 		$49K Buy
26,000
+6,000
+30% +$20.2K 0.01% 484
2022
Q2 		$47K Hold
20,000
– – ﹤0.01% 492
2022
Q1 		$41K Buy
20,000
+8,000
+67% +$20.2K ﹤0.01% 531
2021
Q4 		$46K Buy
+12,000
New +$64.9K ﹤0.01% 537

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 $7.6B AUM 109.3% 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 $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
EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's CDZI Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Cadiz (CDZI) in Q2 2024, closing a stake of 41,000 shares — an estimated $119K sold.

Sheaff Brock Investment Advisors first reported a position in CDZI in Q4 2021 and held it in 10 quarters. The position peaked at $119K in Q1 2024. 85 funds tracked by Wall St. Rank hold CDZI as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Cadiz position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 41,000 Cadiz shares in Q2 2024, an estimated $119K.
  • Sheaff Brock Investment Advisors first reported a position in Cadiz in Q4 2021 and held it in 10 quarters.
  • Sheaff Brock Investment Advisors's Cadiz position peaked at $119K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Cadiz as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.