Calamos Advisors
CBZ icon

Calamos Advisors’s CBIZ CBZ Stock Holding History

Calamos Advisors’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
-22,149
Closed -$1.64M – 950
2024
Q2 		$1.64M Sell
22,149
-11,296
-34% -$854K 0.01% 606
2024
Q1 		$2.63M Sell
33,445
-4,773
-12% -$332K 0.01% 565
2023
Q4 		$2.39M Sell
38,218
-456
-1% -$25.7K 0.01% 587
2023
Q3 		$2.01M Sell
38,674
-29,684
-43% -$1.6M 0.01% 617
2023
Q2 		$3.64M Buy
68,358
+26,564
+64% +$1.37M 0.02% 604
2023
Q1 		$2.07M Sell
41,794
-14,789
-26% -$712K 0.01% 741
2022
Q4 		$2.65M Buy
56,583
+5,540
+11% +$263K 0.01% 763
2022
Q3 		$2.18M Buy
+51,043
New +$2.23M 0.01% 863

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BlackRock
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Morgan Stanley
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BAM
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PCP
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return