Valeo Financial Advisors »

Cbiz shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cbiz by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 14k 78.33
2023-12-31 $906k 15k 62.59
2023-09-30 $751k 15k 51.90
2023-06-30 $242k 4.5k 53.28
2020-03-31 $18k 800 22.50
2019-12-31 $11k 400 27.50

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Apple Stock (AAPL)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Msci Eafe Etf Etf (EFA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Valeo Financial 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
William Blair Investment Management
Fenimore Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Bank of America Corporation
Arrowpoint Asset Management
Norges Bank Investment Management

View all funds holding Cbiz