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Cbiz shares owned by Crewe Advisors

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8k 77 62.60
2022-09-30 $4.0k 85 47.06
2022-06-30 $3.0k 85 35.29

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Cbiz

Vanguard Group
P2 Capital Partners
Dimensional Fund Advisors
Allspring Global Investments Holdings
Mawer Investment Management
Jennifer Ranahan
T. Rowe Price Associates
Neuberger Berman Group
Fenimore Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Bank of America Corporation
Arrowpoint Asset Management
William Blair Investment Management
Norges Bank Investment Management

View all funds holding Cbiz