Money Concepts Capital’s CBIZ CBZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,386	Closed	-$64.9K	–	840
2022 Q4	$64.9K	Buy	+1,386	New	+$65.9K	﹤0.01%	1151

Other funds holding CBZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

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

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

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

BAM

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

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

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

SAM

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

Money Concepts Capital's CBZ Position: Q1 2023 in Review

Money Concepts Capital sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 1,386 shares — an estimated $64.9K sold.

Money Concepts Capital first reported a position in CBZ in Q4 2022 and held it in 1 quarter. The position peaked at $64.9K in Q4 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

Money Concepts Capital reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,386 CBIZ shares in Q1 2023, an estimated $64.9K.
Money Concepts Capital first reported a position in CBIZ in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's CBIZ position peaked at $64.9K in Q4 2022.
227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.