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Silicon Valley Capital Partners’s CBIZ CBZ Stock Holding History

Silicon Valley Capital Partners’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
2025
Q1 		– Sell
-293
Closed -$24K – 263
2024
Q4 		$24K Hold
293
– – ﹤0.01% 186
2024
Q3 		$19.7K Hold
293
– – ﹤0.01% 193
2024
Q2 		$21.7K Hold
293
– – ﹤0.01% 185
2024
Q1 		$23K Hold
293
– – ﹤0.01% 172
2023
Q4 		$18.3K Hold
293
– – ﹤0.01% 193
2023
Q3 		$15.2K Hold
293
– – ﹤0.01% 159
2023
Q2 		$15.6K Buy
+293
New +$15.1K ﹤0.01% 155

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silicon Valley Capital Partners's CBZ Position: Q1 2025 in Review

Silicon Valley Capital Partners sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 293 shares — an estimated $24K sold.

Silicon Valley Capital Partners first reported a position in CBZ in Q2 2023 and held it in 7 quarters. The position peaked at $24K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • Silicon Valley Capital Partners reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 293 CBIZ shares in Q1 2025, an estimated $24K.
  • Silicon Valley Capital Partners first reported a position in CBIZ in Q2 2023 and held it in 7 quarters.
  • Silicon Valley Capital Partners's CBIZ position peaked at $24K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2025, filed 28 May 2025.