Frazier Financial Advisors’s CBIZ CBZ Stock Holding History

Frazier Financial 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
2024 Q4	–	Sell	-47	Closed	-$3.16K	–	684
2024 Q3	$3.16K	Buy	+47	New	+$3.42K	﹤0.01%	630

Other funds holding CBZ

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

PCP

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frazier Financial Advisors's CBZ Position: Q4 2024 in Review

Frazier Financial Advisors sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 47 shares — an estimated $3.16K sold.

Frazier Financial Advisors first reported a position in CBZ in Q3 2024 and held it in 1 quarter. The position peaked at $3.16K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

Frazier Financial Advisors reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
Frazier Financial Advisors sold 47 CBIZ shares in Q4 2024, an estimated $3.16K.
Frazier Financial Advisors first reported a position in CBIZ in Q3 2024 and held it in 1 quarter.
Frazier Financial Advisors's CBIZ position peaked at $3.16K in Q3 2024.
283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.