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Capital Performance Advisors’s CBIZ CBZ Stock Holding History

Capital Performance 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
Q4 		– Sell
-42
Closed -$2.83K – 596
2024
Q3 		$2.83K Buy
+42
New +$3.05K ﹤0.01% 1388

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's CBZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 42 shares — an estimated $2.83K sold.

Capital Performance Advisors first reported a position in CBZ in Q3 2024 and held it in 1 quarter. The position peaked at $2.83K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 42 CBIZ shares in Q4 2024, an estimated $2.83K.
  • Capital Performance Advisors first reported a position in CBIZ in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CBIZ position peaked at $2.83K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.