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Belpointe Asset Management’s CBIZ CBZ Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-142
Closed -$7.03K – 1011
2023
Q1 		$7.03K Hold
142
– – ﹤0.01% 2885
2022
Q4 		$6.65K Buy
+142
New +$6.75K ﹤0.01% 2816

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Belpointe Asset Management's CBZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of CBIZ (CBZ) in Q2 2023, closing a stake of 142 shares — an estimated $7.03K sold.

Belpointe Asset Management first reported a position in CBZ in Q4 2022 and held it in 2 quarters. The position peaked at $7.03K in Q1 2023. 233 funds tracked by Wall St. Rank hold CBZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining CBIZ position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 142 CBIZ shares in Q2 2023, an estimated $7.03K.
  • Belpointe Asset Management first reported a position in CBIZ in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's CBIZ position peaked at $7.03K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held CBIZ as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.