Simplicity Wealth’s CBIZ CBZ Stock Holding History

Simplicity Wealth’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	–	Sell	-3,783	Closed	-$280K	–	590
2024 Q2	$280K	Sell	3,783 -12	-0.3%	-$907	0.01%	975
2024 Q1	$298K	Buy	+3,795	New	+$264K	0.01%	923

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's CBZ Position: Q3 2024 in Review

Simplicity Wealth sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 3,783 shares — an estimated $280K sold.

Simplicity Wealth first reported a position in CBZ in Q1 2024 and held it in 2 quarters. The position peaked at $298K in Q1 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

Simplicity Wealth reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,783 CBIZ shares in Q3 2024, an estimated $280K.
Simplicity Wealth first reported a position in CBIZ in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's CBIZ position peaked at $298K in Q1 2024.
286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.