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Sound View Wealth Advisors Group’s CBIZ CBZ Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-2,550
Closed -$200K – 360
2024
Q1 		$200K Buy
+2,550
New +$177K 0.02% 364

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sound View Wealth Advisors Group's CBZ Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of CBIZ (CBZ) in Q2 2024, closing a stake of 2,550 shares — an estimated $200K sold.

Sound View Wealth Advisors Group first reported a position in CBZ in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2024.

  • Sound View Wealth Advisors Group reported no remaining CBIZ position as of Q2 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,550 CBIZ shares in Q2 2024, an estimated $200K.
  • Sound View Wealth Advisors Group first reported a position in CBIZ in Q1 2024 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's CBIZ position peaked at $200K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.