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 $481B AUM 30.42% 1-Year Est. Return

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return