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
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
140
$74.84 - $91.67 $10.5K - $12.8K
EIX
Edison International

Utilities
Q2 2020 Filed on Aug 14, 2020
365
$49.36 - $64.76 $18K - $23.6K
BIDU
Baidu, Inc.

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

Healthcare
Q2 2020 Filed on Aug 14, 2020
116
$163.84 - $215.84 $19K - $25K
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
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
Nuverra Environmental Solution Warrant
Q1 2020 Filed on May 15, 2020
2
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
RDS-A
Shell PLC

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

Healthcare
Q1 2020 Filed on May 15, 2020
100
$9.73 - $24.9 $973 - $2.49K
Polyone Corp
Q1 2020 Filed on May 15, 2020
1,500
N/A
Aqua America Inc
Q1 2020 Filed on May 15, 2020
1,437
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2020 Filed on May 15, 2020
5,073
$30.81 - $36.22 $156K - $184K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2020 Filed on May 15, 2020
42,546
$27.93 - $30.83 $1.19M - $1.31M
CWGL
Crimson Wine Group, LTD

Consumer Defensive
Q1 2020 Filed on May 15, 2020
10
$5.1 - $7.88 $51 - $78.8
Sap Se
Q1 2020 Filed on May 15, 2020
256
N/A
BNDX
Vanguard Total International B

ETFs
Q1 2020 Filed on May 15, 2020
6,672
$54.96 - $58.4 $367K - $390K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 15, 2020
12,567
$18.96 - $33.37 $238K - $419K
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on May 15, 2020
11,198
$21.39 - $37.02 $240K - $415K
Spdr Series Trust
Q1 2020 Filed on May 15, 2020
27
N/A
Actua Corp
Q1 2020 Filed on May 15, 2020
1
N/A
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2020 Filed on May 15, 2020
12,554
$26.89 - $30.1 $338K - $378K
GTLS
Chart Industries Inc

Industrials
Q1 2020 Filed on May 15, 2020
250
$16.47 - $73.56 $4.12K - $18.4K
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