Cbiz shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Cbiz
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All positions including Cbiz held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cbiz by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $686k | 10k | 67.29 |
| 2024-06-30 | $1.8M | 24k | 74.10 |
| 2024-03-31 | $1.9M | 24k | 78.50 |
| 2023-12-31 | $824k | 13k | 62.59 |
| 2023-09-30 | $657k | 13k | 51.90 |
| 2023-06-30 | $330k | 6.2k | 53.28 |
| 2023-03-31 | $306k | 6.2k | 49.49 |
| 2022-12-31 | $287k | 6.1k | 46.85 |
| 2022-09-30 | $259k | 6.0k | 42.85 |
| 2022-06-30 | $237k | 5.9k | 39.91 |
| 2022-03-31 | $249k | 5.9k | 41.94 |
| 2021-12-31 | $235k | 6.0k | 39.18 |
| 2021-09-30 | $197k | 6.1k | 32.36 |
| 2021-06-30 | $194k | 5.9k | 32.85 |
| 2021-03-31 | $195k | 6.0k | 32.65 |
More positions owned by Captrust Financial Advisors
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