Ellevest Inc’s CBIZ CBZ Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-22	Closed	-$1.03K	–	1908
2022 Q4	$1.03K	Hold	22	–	–	﹤0.01%	1515
2022 Q3	$1K	Buy	+22	New	+$962	﹤0.01%	1436

Other funds holding CBZ

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

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

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

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Ellevest Inc's CBZ Position: Q1 2023 in Review

Ellevest Inc sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 22 shares — an estimated $1.03K sold.

Ellevest Inc first reported a position in CBZ in Q3 2022 and held it in 2 quarters. The position peaked at $1.03K in Q4 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

Ellevest Inc reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 22 CBIZ shares in Q1 2023, an estimated $1.03K.
Ellevest Inc first reported a position in CBIZ in Q3 2022 and held it in 2 quarters.
Ellevest Inc's CBIZ position peaked at $1.03K in Q4 2022.
227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.