PTC
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Petrus Trust Company’s CBIZ CBZ Stock Holding History

Petrus Trust Company’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
Q1 		– Sell
-4,516
Closed -$283K – 648
2023
Q4 		$283K Hold
4,516
– – 0.03% 469
2023
Q3 		$234K Sell
4,516
-249
-5% -$13.4K 0.03% 486
2023
Q2 		$254K Buy
+4,765
New +$245K 0.03% 451
2023
Q1 		– Sell
-5,142
Closed -$241K – 553
2022
Q4 		$241K Buy
+5,142
New +$244K 0.03% 363
2020
Q4 		– Sell
-11,936
Closed -$273K – 98
2020
Q3 		$273K Buy
11,936
+1,641
+16% +$39K 0.03% 109
2020
Q2 		$247K Buy
+10,295
New +$234K 0.03% 119

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