IronBridge Private Wealth’s CBIZ CBZ Stock Holding History

IronBridge Private Wealth’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	–	Sell	-277	Closed	-$11K	–	73
2021 Q4	$11K	Hold	277	–	–	0.01%	169
2021 Q3	$9K	Hold	277	–	–	﹤0.01%	157
2021 Q2	$9K	Hold	277	–	–	0.01%	160
2021 Q1	$9K	Hold	277	–	–	0.01%	165
2020 Q4	$7K	Buy	+277	New	+$6.82K	0.01%	164

Other funds holding CBZ

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

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 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

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

IronBridge Private Wealth's CBZ Position: Q1 2022 in Review

IronBridge Private Wealth sold out of CBIZ (CBZ) in Q1 2022, closing a stake of 277 shares — an estimated $11K sold.

IronBridge Private Wealth first reported a position in CBZ in Q4 2020 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 173 funds tracked by Wall St. Rank hold CBZ as of Q1 2022.

IronBridge Private Wealth reported no remaining CBIZ position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 277 CBIZ shares in Q1 2022, an estimated $11K.
IronBridge Private Wealth first reported a position in CBIZ in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's CBIZ position peaked at $11K in Q4 2021.
173 funds tracked by Wall St. Rank held CBIZ as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.