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CBIZ Investment Advisory Services’s Turning Point Brands TPB Stock Holding History

CBIZ Investment Advisory Services’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-154
Closed -$16.7K – 710
2025
Q4 		$16.7K Buy
+154
New +$15.1K ﹤0.01% 294

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DCM
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Fidelity Investments
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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CBIZ Investment Advisory Services's TPB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Turning Point Brands (TPB) in Q1 2026, closing a stake of 154 shares — an estimated $16.7K sold.

CBIZ Investment Advisory Services first reported a position in TPB in Q4 2025 and held it in 1 quarter. The position peaked at $16.7K in Q4 2025. 240 funds tracked by Wall St. Rank hold TPB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Turning Point Brands position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 154 Turning Point Brands shares in Q1 2026, an estimated $16.7K.
  • CBIZ Investment Advisory Services first reported a position in Turning Point Brands in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Turning Point Brands position peaked at $16.7K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Turning Point Brands as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.