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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $246M AUM 17.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's CBZ Position: Q4 2024 in Review

Moran Wealth Management sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 7,745 shares — an estimated $521K sold.

Moran Wealth Management first reported a position in CBZ in Q4 2022 and held it in 8 quarters. The position peaked at $521K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

  • Moran Wealth Management reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 7,745 CBIZ shares in Q4 2024, an estimated $521K.
  • Moran Wealth Management first reported a position in CBIZ in Q4 2022 and held it in 8 quarters.
  • Moran Wealth Management's CBIZ position peaked at $521K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.