Citadel Advisors
CBZ icon

Citadel Advisors’s CBIZ CBZ Stock Holding History

Citadel 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
2025
Q1 		– Sell
-500
Closed -$40.9K – 14551
2024
Q4 		$40.9K Buy
500
+200
+67% +$15K ﹤0.01% 12601
2024
Q3 		$20.2K Buy
300
+200
+200% +$14.5K ﹤0.01% 12763
2024
Q2 		$7.41K Sell
100
-1,800
-95% -$136K ﹤0.01% 13254
2024
Q1 		$149K Sell
1,900
-1,500
-44% -$104K ﹤0.01% 10769
2023
Q4 		$213K Sell
3,400
-2,000
-37% -$113K ﹤0.01% 9838
2023
Q3 		$280K Buy
5,400
+1,200
+29% +$64.7K ﹤0.01% 9299
2023
Q2 		$224K Buy
4,200
+2,600
+163% +$134K ﹤0.01% 9639
2023
Q1 		$79.2K Buy
1,600
+700
+78% +$33.7K ﹤0.01% 11570
2022
Q4 		$42.2K Buy
+900
New +$42.8K ﹤0.01% 12347

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return