WealthPLAN Partners’s Cadiz CDZI Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-15	Closed	-$61	–	434
2023 Q2	$61	Buy	+15	New	+$66	﹤0.01%	1240

Other funds holding CDZI

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

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

AACA

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

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

Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

WealthPLAN Partners's CDZI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cadiz (CDZI) in Q3 2023, closing a stake of 15 shares — an estimated $61 sold.

WealthPLAN Partners first reported a position in CDZI in Q2 2023 and held it in 1 quarter. The position peaked at $61 in Q2 2023. 81 funds tracked by Wall St. Rank hold CDZI as of Q3 2023.

WealthPLAN Partners reported no remaining Cadiz position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 15 Cadiz shares in Q3 2023, an estimated $61.
WealthPLAN Partners first reported a position in Cadiz in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Cadiz position peaked at $61 in Q2 2023.
81 funds tracked by Wall St. Rank held Cadiz as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.