Avantax Planning Partners’s CBIZ CBZ Stock Holding History

Avantax Planning 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
2024 Q3	–	Sell	-5,000	Closed	-$371K	–	445
2024 Q2	$371K	Buy	+5,000	New	+$378K	0.01%	329

Other funds holding CBZ

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

BAM

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

PCP

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Avantax Planning Partners's CBZ Position: Q3 2024 in Review

Avantax Planning Partners sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 5,000 shares — an estimated $371K sold.

Avantax Planning Partners first reported a position in CBZ in Q2 2024 and held it in 1 quarter. The position peaked at $371K in Q2 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

Avantax Planning Partners reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 5,000 CBIZ shares in Q3 2024, an estimated $371K.
Avantax Planning Partners first reported a position in CBIZ in Q2 2024 and held it in 1 quarter.
Avantax Planning Partners's CBIZ position peaked at $371K in Q2 2024.
286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.