TCI Wealth Advisors’s CBIZ CBZ Stock Holding History

TCI Wealth 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 Q2	–	Sell	-364	Closed	-$18K	–	535
2023 Q1	$18K	Hold	364	–	–	﹤0.01%	769
2022 Q4	$17.1K	Buy	364 +1	+0.3%	+$48	﹤0.01%	774
2022 Q3	$16K	Buy	363 +1	+0.3%	+$44	﹤0.01%	755
2022 Q2	$14K	Hold	362	–	–	﹤0.01%	798
2022 Q1	$15K	Hold	362	–	–	﹤0.01%	827
2021 Q4	$14K	Hold	362	–	–	﹤0.01%	906
2021 Q3	$12K	Hold	362	–	–	﹤0.01%	965
2021 Q2	$12K	Hold	362	–	–	﹤0.01%	842
2021 Q1	$12K	Buy	+362	New	+$10.7K	0.01%	747

Other funds holding CBZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCI Wealth Advisors's CBZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CBIZ (CBZ) in Q2 2023, closing a stake of 364 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in CBZ in Q1 2021 and held it in 9 quarters. The position peaked at $18K in Q1 2023. 233 funds tracked by Wall St. Rank hold CBZ as of Q2 2023.

TCI Wealth Advisors reported no remaining CBIZ position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 364 CBIZ shares in Q2 2023, an estimated $18K.
TCI Wealth Advisors first reported a position in CBIZ in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's CBIZ position peaked at $18K in Q1 2023.
233 funds tracked by Wall St. Rank held CBIZ as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.