MWM
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Moran Wealth Management’s CBIZ CBZ Stock Holding History

Moran Wealth Management’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
2024
Q4 		– Sell
-7,745
Closed -$521K – 419
2024
Q3 		$521K Buy
7,745
+2,044
+36% +$149K 0.02% 372
2024
Q2 		$422K Buy
5,701
+322
+6% +$24.3K 0.01% 353
2024
Q1 		$422K Buy
5,379
+286
+6% +$19.9K 0.01% 338
2023
Q4 		$319K Buy
5,093
+189
+4% +$10.7K 0.01% 361
2023
Q3 		$255K Sell
4,904
-527
-10% -$28.4K 0.01% 337
2023
Q2 		$289K Buy
5,431
+887
+20% +$45.6K 0.01% 350
2023
Q1 		$225K Sell
4,544
-1,344
-23% -$64.7K 0.01% 344
2022
Q4 		$276K Buy
+5,888
New +$280K 0.01% 324

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return