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PEAK6 Investments’s CBIZ CBZ Stock Holding History

PEAK6 Investments’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
-11,100
Closed -$520K – 4324
2022
Q4 		$520K Buy
11,100
+4,300
+63% +$204K ﹤0.01% 2480
2022
Q3 		$291K Buy
+6,800
New +$297K ﹤0.01% 3369
2022
Q2 		– Sell
-19,500
Closed -$818K – 4092
2022
Q1 		$818K Buy
19,500
+11,100
+132% +$435K ﹤0.01% 2684
2021
Q4 		$329K Buy
+8,400
New +$313K ﹤0.01% 3583
2021
Q3 		– Sell
-7,800
Closed -$256K – 5213
2021
Q2 		$256K Buy
+7,800
New +$261K ﹤0.01% 3813

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

PEAK6 Investments's CBZ Position: Q1 2023 in Review

PEAK6 Investments sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 2,376 shares — an estimated $111K sold.

PEAK6 Investments first reported a position in CBZ in Q2 2021 and held it in 5 quarters. The position peaked at $209K in Q2 2021. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

  • PEAK6 Investments reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
  • PEAK6 Investments sold 2,376 CBIZ shares in Q1 2023, an estimated $111K.
  • PEAK6 Investments first reported a position in CBIZ in Q2 2021 and held it in 5 quarters.
  • PEAK6 Investments's CBIZ position peaked at $209K in Q2 2021.
  • 227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on PEAK6 Investments's 13F filing for Q1 2023, filed 12 May 2023.