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TD Waterhouse Canada’s CBIZ CBZ Stock Holding History

TD Waterhouse Canada’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
Q4 		– Sell
-11
Closed -$735 – 1986
2024
Q3 		$735 Sell
11
-5,796
-100% -$421K ﹤0.01% 1729
2024
Q2 		$428K Sell
5,807
-817
-12% -$61.7K ﹤0.01% 621
2024
Q1 		$509K Buy
6,624
+100
+2% +$6.95K ﹤0.01% 608
2023
Q4 		$398K Buy
6,524
+3,499
+116% +$198K ﹤0.01% 570
2023
Q3 		$155K Hold
3,025
– – ﹤0.01% 681
2023
Q2 		$162K Buy
+3,025
New +$156K ﹤0.01% 695

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Waterhouse Canada's CBZ Position: Q4 2024 in Review

TD Waterhouse Canada sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 11 shares — an estimated $735 sold.

TD Waterhouse Canada first reported a position in CBZ in Q2 2023 and held it in 6 quarters. The position peaked at $509K in Q1 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

  • TD Waterhouse Canada reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
  • TD Waterhouse Canada sold 11 CBIZ shares in Q4 2024, an estimated $735.
  • TD Waterhouse Canada first reported a position in CBIZ in Q2 2023 and held it in 6 quarters.
  • TD Waterhouse Canada's CBIZ position peaked at $509K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on TD Waterhouse Canada's 13F filing for Q4 2024, filed 13 Feb 2025.