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CBIZ Investment Advisory Services’s Pluri PLUR Stock Holding History

CBIZ Investment Advisory Services’s Portfolio PLUR Stock Details PLUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7
Closed -$35 – 757
2025
Q2 		$35 Hold
7
– – ﹤0.01% 730
2025
Q1 		$30 Hold
7
– – ﹤0.01% 607
2024
Q4 		$30 Buy
+7
New +$34 ﹤0.01% 467

Other funds holding PLUR

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SWP
SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

CBIZ Investment Advisory Services's PLUR Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Pluri (PLUR) in Q3 2025, closing a stake of 7 shares — an estimated $35 sold.

CBIZ Investment Advisory Services first reported a position in PLUR in Q4 2024 and held it in 3 quarters. The position peaked at $35 in Q2 2025. 19 funds tracked by Wall St. Rank hold PLUR as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Pluri position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 7 Pluri shares in Q3 2025, an estimated $35.
  • CBIZ Investment Advisory Services first reported a position in Pluri in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Pluri position peaked at $35 in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Pluri as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.