VAG
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VisionPoint Advisory Group’s CBIZ CBZ Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-735
Closed -$59.7K – 223
2024
Q4 		$59.7K Buy
+735
New +$55K 0.02% 280
2024
Q3 		– Sell
-544
Closed -$40.3K – 320
2024
Q2 		$40.3K Buy
544
+150
+38% +$11.3K 0.01% 302
2024
Q1 		$30.9K Buy
394
+152
+63% +$10.6K 0.01% 336
2023
Q4 		$15.1K Buy
+242
New +$13.7K 0.01% 381

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return