Creative Financial Designs’s CBIZ CBZ Stock Holding History

Creative Financial Designs’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
2024 Q2	–	Sell	-55	Closed	-$4.32K	–	1655
2024 Q1	$4.32K	Buy	+55	New	+$3.82K	﹤0.01%	1340

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Creative Financial Designs's CBZ Position: Q2 2024 in Review

Creative Financial Designs sold out of CBIZ (CBZ) in Q2 2024, closing a stake of 55 shares — an estimated $4.32K sold.

Creative Financial Designs first reported a position in CBZ in Q1 2024 and held it in 1 quarter. The position peaked at $4.32K in Q1 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2024.

Creative Financial Designs reported no remaining CBIZ position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 55 CBIZ shares in Q2 2024, an estimated $4.32K.
Creative Financial Designs first reported a position in CBIZ in Q1 2024 and held it in 1 quarter.
Creative Financial Designs's CBIZ position peaked at $4.32K in Q1 2024.
276 funds tracked by Wall St. Rank held CBIZ as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.