Cbiz Investment Advisory Services, LLC Closed Holding Positions

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RIO
Rio Tinto PLC

Basic Materials
Q2 2020 Filed on Aug 14, 2020
105
$44.17 - $58.57 $4.64K - $6.15K
Royal Dutch Shell PLC
Q2 2020 Filed on Aug 14, 2020
151
N/A
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 14, 2020
1,913
$3.12 - $8.43 $5.97K - $16.1K
GDDY
Go Daddy Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
124
$52.07 - $82.71 $6.46K - $10.3K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 14, 2020
784
$3.02 - $4.82 $2.37K - $3.78K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2020 Filed on Aug 14, 2020
1,037
$120.77 - $169.89 $125K - $176K
RACE
Ferrari N.V.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
61
$134.83 - $176.19 $8.22K - $10.7K
WIX
Wix.Com Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
22
$92.62 - $256.22 $2.04K - $5.64K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 14, 2020
162
$98.28 - $111.67 $15.9K - $18.1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2020 Filed on Aug 14, 2020
502
$46.51 - $57.55 $23.3K - $28.9K
LIN
Linde PLC

Basic Materials
Q2 2020 Filed on Aug 14, 2020
94
$160.87 - $221.28 $15.1K - $20.8K
TEAM
Atlassian Corp PLC

Technology
Q2 2020 Filed on Aug 14, 2020
17
$129.01 - $188.32 $2.19K - $3.2K
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
72
$111.92 - $142.53 $8.06K - $10.3K
IBN
Icici Bank LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
768
$7.23 - $10.14 $5.55K - $7.79K
HDB
Hdfc Bank LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
125
$34.59 - $47.61 $4.32K - $5.95K
EXAS
Exact Sciences Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
59
$55.75 - $92.75 $3.29K - $5.47K
EQR
Equity Residential

Real Estate
Q2 2020 Filed on Aug 14, 2020
272
$54.26 - $69.79 $14.8K - $19K
DEO
Diageo PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
71
$121.24 - $147.82 $8.61K - $10.5K
China Mobile Limited
Q2 2020 Filed on Aug 14, 2020
213
N/A
CAH
Cardinal Health Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
463
$46.42 - $59.31 $21.5K - $27.5K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,499
$2.67 - $3.98 $6.67K - $9.95K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
2,150
$1.94 - $3.0 $4.17K - $6.45K
Yandex N V
Q2 2020 Filed on Aug 14, 2020
195
N/A
FMX
Mexican Economic Development Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
102
$55.83 - $74.43 $5.69K - $7.59K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
17
$53.29 - $65.56 $906 - $1.11K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
39
$85.19 - $131.13 $3.32K - $5.11K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Aug 14, 2020
22
$51.94 - $64.01 $1.14K - $1.41K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2020 Filed on Aug 14, 2020
70
$62.95 - $90.62 $4.41K - $6.34K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
88
$180.66 - $222.47 $15.9K - $19.6K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2020 Filed on Aug 14, 2020
427
$59.9 - $85.49 $25.6K - $36.5K
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
15
$37.87 - $43.58 $568 - $654
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
10
$19.19 - $36.97 $192 - $370
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$35.07 - $41.21 $772 - $907
MSCI
Msci Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
2
$270.61 - $347.25 $541 - $695
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
150
$48.5 - $108.8 $7.28K - $16.3K
BALL
Ball Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
80
$61.17 - $75.4 $4.89K - $6.03K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
523
$32.06 - $42.3 $16.8K - $22.1K
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
140
$74.84 - $91.67 $10.5K - $12.8K
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
96
$94.76 - $123.73 $9.1K - $11.9K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
2
$611.01 - $1070.25 $1.22K - $2.14K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
219
$70.24 - $97.87 $15.4K - $21.4K
AZN
Astrazeneca PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
182
$43.1 - $55.31 $7.84K - $10.1K
EIX
Edison International

Utilities
Q2 2020 Filed on Aug 14, 2020
365
$49.36 - $64.76 $18K - $23.6K
FISV
Fiserv Inc

Technology
Q2 2020 Filed on Aug 14, 2020
113
$86.19 - $109.55 $9.74K - $12.4K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
564
$33.84 - $42.89 $19.1K - $24.2K
CWGL
Crimson Wine Group, LTD

Consumer Defensive
Q1 2020 Filed on May 15, 2020
10
$5.1 - $7.88 $51 - $78.8
GTLS
Chart Industries Inc

Industrials
Q1 2020 Filed on May 15, 2020
250
$16.47 - $73.56 $4.12K - $18.4K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
Q1 2020 Filed on May 15, 2020
200
$111.22 - $127.99 $22.2K - $25.6K
CGC
Canopy Growth Corp

Healthcare
Q1 2020 Filed on May 15, 2020
100
$9.73 - $24.9 $973 - $2.49K
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email