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Cbiz shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Cbiz

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

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Quarterly reported holdings in Cbiz by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 24k 67.29
2024-06-30 $1.5M 21k 74.10
2024-03-31 $1.5M 19k 78.50
2023-12-31 $282k 4.5k 62.59

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Cbiz

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
Morgan Stanley
Burgundy Asset Management
Dimensional Fund Advisors
Neuberger Berman Group
Allspring Global Investments Holdings
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz