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Pictet Asset Management (Switzerland)’s CBIZ CBZ Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$335K Buy
6,293
+32
+0.5% +$1.65K ﹤0.01% 1453
2023
Q1 		$310K Hold
6,261
– – ﹤0.01% 1479
2022
Q4 		$293K Buy
+6,261
New +$298K ﹤0.01% 1505

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 $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s CBZ Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its CBIZ (CBZ) stake by 0.51% in Q2 2023, buying an estimated $1.65K and bringing the position to 6,293 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Pictet Asset Management (Switzerland) first reported a position in CBZ in Q4 2022 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold CBZ as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 6,293 shares of CBIZ worth $335K as of Q2 2023.
  • Pictet Asset Management (Switzerland) bought 32 CBIZ shares in Q2 2023, an estimated $1.65K.
  • CBIZ made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1453 holding.
  • Pictet Asset Management (Switzerland) first reported a position in CBIZ in Q4 2022 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held CBIZ as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.