Almanack Investment Partners’s CBIZ CBZ Stock Holding History

Almanack Investment Partners’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-40	Closed	-$2K	–	340
2022 Q3	$2K	Buy	+40	New	+$1.75K	﹤0.01%	703

Other funds holding CBZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Almanack Investment Partners's CBZ Position: Q4 2022 in Review

Almanack Investment Partners sold out of CBIZ (CBZ) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in CBZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q4 2022.

Almanack Investment Partners reported no remaining CBIZ position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 40 CBIZ shares in Q4 2022, an estimated $2K.
Almanack Investment Partners first reported a position in CBIZ in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's CBIZ position peaked at $2K in Q3 2022.
227 funds tracked by Wall St. Rank held CBIZ as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.