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TFO Wealth Partners’s CBIZ CBZ Stock Holding History

TFO Wealth Partners’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
-1
Closed -$79 – 179
2024
Q1 		$79 Hold
1
– – ﹤0.01% 672
2023
Q4 		$63 Hold
1
– – ﹤0.01% 850
2023
Q3 		$53 Hold
1
– – ﹤0.01% 1046
2023
Q2 		$53 Hold
1
– – ﹤0.01% 760
2023
Q1 		$49 Hold
1
– – ﹤0.01% 746
2022
Q4 		$45 Buy
+1
New +$48 ﹤0.01% 865

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 $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TFO Wealth Partners's CBZ Position: Q2 2024 in Review

TFO Wealth Partners sold out of CBIZ (CBZ) in Q2 2024, closing a stake of 1 share — an estimated $79 sold.

TFO Wealth Partners first reported a position in CBZ in Q4 2022 and held it in 6 quarters. The position peaked at $79 in Q1 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2024.

  • TFO Wealth Partners reported no remaining CBIZ position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 CBIZ share in Q2 2024, an estimated $79.
  • TFO Wealth Partners first reported a position in CBIZ in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's CBIZ position peaked at $79 in Q1 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.