CIAS
SOLV icon

CBIZ Investment Advisory Services’s Solventum SOLV Stock Holding History

CBIZ Investment Advisory Services’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$1.39K – 512
2024
Q3 		$1.39K Buy
+20
New +$1.2K ﹤0.01% 362

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

CBIZ Investment Advisory Services's SOLV Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of Solventum (SOLV) in Q4 2024, closing a stake of 20 shares — an estimated $1.39K sold.

CBIZ Investment Advisory Services first reported a position in SOLV in Q3 2024 and held it in 1 quarter. The position peaked at $1.39K in Q3 2024. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining Solventum position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 20 Solventum shares in Q4 2024, an estimated $1.39K.
  • CBIZ Investment Advisory Services first reported a position in Solventum in Q3 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Solventum position peaked at $1.39K in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.