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Cbiz shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cbiz by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 875 78.50
2023-12-31 $110k 1.8k 62.59
2023-09-30 $45k 875 51.90
2020-09-30 $20k 875 22.86

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Cbiz

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

View all funds holding Cbiz