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IPW
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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