TWA
CBZ icon

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

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BlackRock
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Dimensional Fund Advisors
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PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return