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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VisionPoint Advisory Group's CBZ Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 735 shares — an estimated $59.7K sold.

VisionPoint Advisory Group first reported a position in CBZ in Q4 2023 and held it in 4 quarters. The position peaked at $59.7K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 735 CBIZ shares in Q1 2025, an estimated $59.7K.
  • VisionPoint Advisory Group first reported a position in CBIZ in Q4 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's CBIZ position peaked at $59.7K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.