Capstone Investment Advisors
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Capstone Investment Advisors’s CBIZ CBZ Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-7,693
Closed -$399K – 2134
2023
Q3 		$399K Buy
+7,693
New +$415K ﹤0.01% 1440

Other funds holding CBZ

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Capstone Investment Advisors's CBZ Position: Q4 2023 in Review

Capstone Investment Advisors sold out of CBIZ (CBZ) in Q4 2023, closing a stake of 7,693 shares — an estimated $399K sold.

Capstone Investment Advisors first reported a position in CBZ in Q3 2023 and held it in 1 quarter. The position peaked at $399K in Q3 2023. 260 funds tracked by Wall St. Rank hold CBZ as of Q4 2023.

  • Capstone Investment Advisors reported no remaining CBIZ position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,693 CBIZ shares in Q4 2023, an estimated $399K.
  • Capstone Investment Advisors first reported a position in CBIZ in Q3 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's CBIZ position peaked at $399K in Q3 2023.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.