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Cadiz shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Cadiz

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cadiz by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $199k 71k 2.80
2023-09-30 $236k 71k 3.31
2023-06-30 $225k 55k 4.06
2023-03-31 $388k 96k 4.04
2022-12-31 $240k 96k 2.50

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Nvidia Corp Common Stock (NVDA)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Costco Wholesale Common Stock (COST)
Meta Platforms Common Stock (META)

View all positions for HCR Wealth 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