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IndexIQ Advisors’s CBIZ CBZ Stock Holding History

IndexIQ 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
2022
Q1 		$415K Sell
9,880
-3,050
-24% -$119K 0.01% 484
2021
Q4 		$506K Sell
12,930
-836
-6% -$31.2K 0.02% 552
2021
Q3 		$445K Buy
13,766
+1,379
+11% +$44.9K 0.01% 680
2021
Q2 		$406K Buy
12,387
+132
+1% +$4.41K 0.01% 685
2021
Q1 		$400K Buy
12,255
+2,243
+22% +$66.1K 0.01% 705
2020
Q4 		$266K Buy
10,012
+1,034
+12% +$25.4K 0.01% 759
2020
Q3 		$205K Buy
8,978
+486
+6% +$11.5K 0.01% 624
2020
Q2 		$204K Sell
8,492
-485
-5% -$11K 0.01% 554
2020
Q1 		$188K Sell
8,977
-31,098
-78% -$792K 0.01% 475
2019
Q4 		$1.08M Sell
40,075
-12,720
-24% -$331K 0.04% 236
2019
Q3 		$1.24M Sell
52,795
-9,891
-16% -$222K 0.04% 255
2019
Q2 		$1.23M Sell
62,686
-15,487
-20% -$310K 0.04% 335
2019
Q1 		$1.58M Sell
78,173
-36,987
-32% -$748K 0.05% 285
2018
Q4 		$2.27M Sell
115,160
-9,401
-8% -$201K 0.06% 199
2018
Q3 		$2.95M Buy
124,561
+4,706
+4% +$109K 0.1% 183
2018
Q2 		$2.76M Buy
119,855
+10,584
+10% +$214K 0.08% 189
2018
Q1 		$1.99M Buy
109,271
+5,319
+5% +$92.5K 0.06% 351
2017
Q4 		$1.61M Buy
103,952
+39,986
+63% +$629K 0.06% 220
2017
Q3 		$1.04M Buy
63,966
+29,018
+83% +$437K 0.04% 213
2017
Q2 		$524K Buy
+34,948
New +$523K 0.03% 252

Other funds holding CBZ

Dimensional Fund Advisors
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
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
Victory Capital Management
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

IndexIQ Advisors's CBZ Position: Q1 2022 in Review

IndexIQ Advisors reduced its CBIZ (CBZ) stake by 24% in Q1 2022, selling an estimated $119K and leaving 9,880 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #484.

IndexIQ Advisors first reported a position in CBZ in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.95M in Q3 2018. 173 funds tracked by Wall St. Rank hold CBZ as of Q1 2022.

  • IndexIQ Advisors held 9,880 shares of CBIZ worth $415K as of Q1 2022.
  • IndexIQ Advisors sold 3,050 CBIZ shares in Q1 2022, an estimated $119K.
  • CBIZ made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #484 holding.
  • IndexIQ Advisors first reported a position in CBIZ in Q2 2017 and has held it in 20 quarters since.
  • IndexIQ Advisors's CBIZ position peaked at $2.95M in Q3 2018.
  • 173 funds tracked by Wall St. Rank held CBIZ as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.