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SYSTM Wealth Solutions’s CBIZ CBZ Stock Holding History

SYSTM Wealth Solutions’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
-17,564
Closed -$1.3M – 181
2024
Q2 		$1.3M Buy
17,564
+17,324
+7,218% +$1.31M 0.29% 103
2024
Q1 		$18.8K Buy
240
+23
+11% +$1.6K ﹤0.01% 706
2023
Q4 		$13.6K Buy
+217
New +$12.3K ﹤0.01% 790

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's CBZ Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 17,564 shares — an estimated $1.3M sold.

SYSTM Wealth Solutions first reported a position in CBZ in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q2 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 17,564 CBIZ shares in Q3 2024, an estimated $1.3M.
  • SYSTM Wealth Solutions first reported a position in CBIZ in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's CBIZ position peaked at $1.3M in Q2 2024.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.