CCA
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Column Capital Advisors’s CBIZ CBZ Stock Holding History

Column Capital 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
Q3 		$767K Hold
14,786
– – 0.11% 68
2023
Q2 		$788K Buy
14,786
+3,213
+28% +$165K 0.11% 64
2023
Q1 		$573K Buy
+11,573
New +$557K 0.09% 72

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Column Capital Advisors's CBZ Position: Q3 2023 in Review

Column Capital Advisors held its CBIZ (CBZ) position steady in Q3 2023 at 14,786 shares worth $767K. The position accounts for 0.11% of the portfolio, ranked #68.

Column Capital Advisors first reported a position in CBZ in Q1 2023 and has held it in 3 quarters since. The position peaked at $788K in Q2 2023. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • Column Capital Advisors held 14,786 shares of CBIZ worth $767K as of Q3 2023.
  • Column Capital Advisors left its CBIZ share count unchanged in Q3 2023.
  • CBIZ made up 0.11% of Column Capital Advisors's portfolio in Q3 2023, its #68 holding.
  • Column Capital Advisors first reported a position in CBIZ in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's CBIZ position peaked at $788K in Q2 2023.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.