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SkyView Investment Advisors’s CBIZ CBZ Stock Holding History

SkyView Investment Advisors’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
Q3 		– Sell
-15,598
Closed -$831K – 623
2023
Q2 		$831K Hold
15,598
– – 0.21% 136
2023
Q1 		$772K Hold
15,598
– – 0.18% 151
2022
Q4 		$731K Hold
15,598
– – 0.22% 153
2022
Q3 		$667K Hold
15,598
– – 0.2% 176
2022
Q2 		$623K Hold
15,598
– – 0.16% 199
2022
Q1 		$634K Sell
15,598
-32,929
-68% -$1.29M 0.15% 200
2021
Q4 		$1.9M Hold
48,527
– – 0.43% 58
2021
Q3 		$1.57M Hold
48,527
– – 0.44% 56
2021
Q2 		$1.58M Hold
48,527
– – 0.74% 39
2021
Q1 		$1.58M Sell
48,527
-3,500
-7% -$103K 0.7% 41
2020
Q4 		$1.38M Buy
+52,027
New +$1.28M 0.65% 43

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SkyView Investment Advisors's CBZ Position: Q3 2023 in Review

SkyView Investment Advisors sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 15,598 shares — an estimated $831K sold.

SkyView Investment Advisors first reported a position in CBZ in Q4 2020 and held it in 11 quarters. The position peaked at $1.9M in Q4 2021. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • SkyView Investment Advisors reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 15,598 CBIZ shares in Q3 2023, an estimated $831K.
  • SkyView Investment Advisors first reported a position in CBIZ in Q4 2020 and held it in 11 quarters.
  • SkyView Investment Advisors's CBIZ position peaked at $1.9M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.