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Cadiz shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Cadiz (CDZI) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Cadiz

Tip: Access up to 7 years of quarterly data

All positions including Cadiz held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadiz by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $66k 24k 2.73
2023-09-30 $79k 24k 3.31
2023-06-30 $97k 24k 4.06
2023-03-31 $97k 24k 4.04
2022-12-31 $60k 24k 2.50
2022-09-30 $46k 24k 1.92
2022-06-30 $59k 24k 2.46

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Cadiz

B. Riley Asset Management
Vanguard Group
Capstone Investment Advisors
Legal & General Group
B. Riley Financial
Levin Capital Strategies
Equitec Proprietary Markets
Ingalls & Snyder
Delta Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Royce & Associates
Bank of America Corporation
Goldman Sachs Group
HCR Wealth Advisors

View all funds holding Cadiz