Cbiz Investment Advisory Services, LLC Closed Holding Positions

Cbiz Investment Advisory Services, LLC

  • $2.04 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EXAS
Exact Sciences Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
59
$55.75 - $92.75 $3.29K - $5.47K
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
IBN
Icici Bank LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
768
$7.23 - $10.14 $5.55K - $7.79K
TEAM
Atlassian Corp PLC

Technology
Q2 2020 Filed on Aug 14, 2020
17
$129.01 - $188.32 $2.19K - $3.2K
LIN
Linde PLC

Basic Materials
Q2 2020 Filed on Aug 14, 2020
94
$160.87 - $221.28 $15.1K - $20.8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2020 Filed on Aug 14, 2020
502
$46.51 - $57.55 $23.3K - $28.9K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 14, 2020
162
$98.28 - $111.67 $15.9K - $18.1K
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
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2020 Filed on Aug 14, 2020
1,037
$120.77 - $169.89 $125K - $176K
UL
Unilever PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
144
$49.18 - $57.37 $7.08K - $8.26K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
102
$55.83 - $74.43 $5.69K - $7.59K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
219
$70.24 - $97.87 $15.4K - $21.4K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$35.07 - $41.21 $772 - $907
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
17
$53.29 - $65.56 $906 - $1.11K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2020 Filed on Aug 14, 2020
427
$59.9 - $85.49 $25.6K - $36.5K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
88
$180.66 - $222.47 $15.9K - $19.6K
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2020 Filed on Aug 14, 2020
22
$51.94 - $64.01 $1.14K - $1.41K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
564
$33.84 - $42.89 $19.1K - $24.2K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
150
$48.5 - $108.8 $7.28K - $16.3K
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
140
$74.84 - $91.67 $10.5K - $12.8K
AZN
Astrazeneca PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
182
$43.1 - $55.31 $7.84K - $10.1K
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
96
$94.76 - $123.73 $9.1K - $11.9K
BALL
Ball Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
80
$61.17 - $75.4 $4.89K - $6.03K
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on May 15, 2020
11,198
$21.39 - $37.02 $240K - $415K
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
CGC
Canopy Growth Corp

Healthcare
Q1 2020 Filed on May 15, 2020
100
$9.73 - $24.9 $973 - $2.49K
Aqua America Inc
Q1 2020 Filed on May 15, 2020
1,437
N/A
Spdr Series Trust
Q1 2020 Filed on May 15, 2020
27
N/A
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
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2020 Filed on May 15, 2020
12,554
$26.89 - $30.1 $338K - $378K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2020 Filed on May 15, 2020
42,546
$27.93 - $30.83 $1.19M - $1.31M
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2020 Filed on May 15, 2020
5,073
$30.81 - $36.22 $156K - $184K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on May 15, 2020
54,155
$20.71 - $31.78 $1.12M - $1.72M
Sap Se
Q1 2020 Filed on May 15, 2020
256
N/A
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
400
$4.8 - $10.18 $1.92K - $4.07K
Polyone Corp
Q1 2020 Filed on May 15, 2020
1,500
N/A
Nuverra Environmental Solution Warrant
Q1 2020 Filed on May 15, 2020
2
N/A
Actua Corp
Q1 2020 Filed on May 15, 2020
1
N/A
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 15, 2020
100
$20.14 - $55.75 $2.01K - $5.58K
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