Cbiz Investment Advisory Services, LLC Closed Holding Positions

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Royal Dutch Shell PLC
Q2 2020 Filed on Aug 14, 2020
151
N/A
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 14, 2020
784
$3.02 - $4.82 $2.37K - $3.78K
MRO
Marathon Oil Corp

Energy
Q2 2020 Filed on Aug 14, 2020
1,913
$3.12 - $8.43 $5.97K - $16.1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
217
$79.9 - $111.49 $17.3K - $24.2K
MCHP
Microchip Technology Inc

Technology
Q2 2020 Filed on Aug 14, 2020
62
$31.39 - $55.0 $1.95K - $3.41K
MCO
Moodys Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
44
$197.55 - $282.58 $8.69K - $12.4K
NOC
Northrop Grumman Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
66
$301.75 - $356.3 $19.9K - $23.5K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 14, 2020
601
$10.74 - $24.4 $6.45K - $14.7K
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
115
N/A
RIO
Rio Tinto PLC

Basic Materials
Q2 2020 Filed on Aug 14, 2020
105
$44.17 - $58.57 $4.64K - $6.15K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
63
$79.55 - $124.22 $5.01K - $7.83K
CAH
Cardinal Health Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
463
$46.42 - $59.31 $21.5K - $27.5K
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
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 14, 2020
162
$98.28 - $111.67 $15.9K - $18.1K
WIX
Wix.Com Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
22
$92.62 - $256.22 $2.04K - $5.64K
Yandex N V
Q2 2020 Filed on Aug 14, 2020
195
N/A
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
WDAY
Workday, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
38
$116.08 - $187.81 $4.41K - $7.14K
WM
Waste Management Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
206
$88.43 - $113.53 $18.2K - $23.4K
China Mobile Limited
Q2 2020 Filed on Aug 14, 2020
213
N/A
COP
Conocophillips

Energy
Q2 2020 Filed on Aug 14, 2020
389
$29.62 - $50.31 $11.5K - $19.6K
DEO
Diageo PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
71
$121.24 - $147.82 $8.61K - $10.5K
EQR
Equity Residential

Real Estate
Q2 2020 Filed on Aug 14, 2020
272
$54.26 - $69.79 $14.8K - $19K
EXAS
Exact Sciences Corp

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

Financial Services
Q2 2020 Filed on Aug 14, 2020
125
$34.59 - $47.61 $4.32K - $5.95K
IBN
Icici Bank LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
768
$7.23 - $10.14 $5.55K - $7.79K
MSCI
Msci Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
2
$270.61 - $347.25 $541 - $695
UL
Unilever PLC

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
144
$49.18 - $57.37 $7.08K - $8.26K
INTC
Intel Corp

Technology
Q2 2020 Filed on Aug 14, 2020
4,657
$51.88 - $64.34 $242K - $300K
AMGN
Amgen Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
30
$197.81 - $242.74 $5.93K - $7.28K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
150
$48.5 - $108.8 $7.28K - $16.3K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
10
$19.19 - $36.97 $192 - $370
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
15
$37.87 - $43.58 $568 - $654
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
39
$85.19 - $131.13 $3.32K - $5.11K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2020 Filed on Aug 14, 2020
427
$59.9 - $85.49 $25.6K - $36.5K
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
72
$111.92 - $142.53 $8.06K - $10.3K
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
AZN
Astrazeneca PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
182
$43.1 - $55.31 $7.84K - $10.1K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2020 Filed on Aug 14, 2020
144
$22.97 - $26.85 $3.31K - $3.87K
FISV
Fiserv Inc

Technology
Q2 2020 Filed on Aug 14, 2020
113
$86.19 - $109.55 $9.74K - $12.4K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
102
$55.83 - $74.43 $5.69K - $7.59K
GDDY
Go Daddy Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
124
$52.07 - $82.71 $6.46K - $10.3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
219
$70.24 - $97.87 $15.4K - $21.4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
2
$611.01 - $1070.25 $1.22K - $2.14K
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