AWM
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Avior Wealth Management’s CBIZ CBZ Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-76
Closed -$6.22K – 987
2024
Q4 		$6.22K Sell
76
-4
-5% -$299 ﹤0.01% 1787
2024
Q3 		$5.38K Buy
80
+2
+3% +$145 ﹤0.01% 1757
2024
Q2 		$5.78K Buy
78
+37
+90% +$2.8K ﹤0.01% 1682
2024
Q1 		$3.22K Buy
+41
New +$2.85K ﹤0.01% 2186

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's CBZ Position: Q1 2025 in Review

Avior Wealth Management sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 76 shares — an estimated $6.22K sold.

Avior Wealth Management first reported a position in CBZ in Q1 2024 and held it in 4 quarters. The position peaked at $6.22K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • Avior Wealth Management reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 76 CBIZ shares in Q1 2025, an estimated $6.22K.
  • Avior Wealth Management first reported a position in CBIZ in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's CBIZ position peaked at $6.22K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.