Wipfli Financial Advisors’s CBIZ CBZ Stock Holding History

Wipfli Financial 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
2022 Q3	$134K	Buy	+3,133	New	+$137K	0.01%	602

Other funds holding CBZ

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wipfli Financial Advisors's CBZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CBIZ (CBZ) in Q3 2022: 3,133 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings.

209 funds tracked by Wall St. Rank hold CBZ as of Q3 2022.

Wipfli Financial Advisors held 3,133 shares of CBIZ worth $134K as of Q3 2022.
CBIZ was a new Wipfli Financial Advisors position in Q3 2022.
CBIZ made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #602 holding.
209 funds tracked by Wall St. Rank held CBIZ as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.