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Northwest Investment Counselors’s CBIZ CBZ Stock Holding History

Northwest Investment Counselors’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
Q3 		$246K Buy
+3,650
New +$265K 0.06% 139

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Investment Counselors's CBZ Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in CBIZ (CBZ) in Q3 2024: 3,650 shares worth $246K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Northwest Investment Counselors held 3,650 shares of CBIZ worth $246K as of Q3 2024.
  • CBIZ was a new Northwest Investment Counselors position in Q3 2024.
  • CBIZ made up 0.06% of Northwest Investment Counselors's portfolio in Q3 2024, its #139 holding.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.