IMA Advisory Services’s CBIZ CBZ Stock Holding History

IMA Advisory Services’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
2022 Q4	–	Sell	-4	Closed	–	–	359
2022 Q3	$0	Buy	+4	New	+$175	﹤0.01%	337
2021 Q4	–	Sell	-2,000	Closed	-$65K	–	311
2021 Q3	$65K	Hold	2,000	–	–	0.02%	154
2021 Q2	$66K	Hold	2,000	–	–	0.02%	153
2021 Q1	$65K	Hold	2,000	–	–	0.02%	150
2020 Q4	$53K	Buy	+2,000	New	+$49.2K	0.01%	148

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

IMA Advisory Services's CBZ Position: Q4 2022 in Review

IMA Advisory Services sold out of CBIZ (CBZ) in Q4 2022, closing a stake of 4 shares.

IMA Advisory Services first reported a position in CBZ in Q4 2020 and held it in 5 quarters. The position peaked at $66K in Q2 2021. 227 funds tracked by Wall St. Rank hold CBZ as of Q4 2022.

IMA Advisory Services reported no remaining CBIZ position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 4 CBIZ shares in Q4 2022.
IMA Advisory Services first reported a position in CBIZ in Q4 2020 and held it in 5 quarters.
IMA Advisory Services's CBIZ position peaked at $66K in Q2 2021.
227 funds tracked by Wall St. Rank held CBIZ as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.