First Republic Investment Management, Inc. Cbiz, Inc. Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,075 shares of CBZ stock, worth $577,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,075

Previous 7,077 0.03%

Holding current value

$577,532

Previous $377,000 2.65%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$51.45 - $56.72 $102 - $113	-2 Reduced 0.03%	7,075 $367,000
Q2 2023 Jul 28, 2023	SELL	$48.43 - $54.61 $1.29 Million - $1.45 Million	-26,550 Reduced 78.95%	7,077 $377,000
Q1 2023 May 11, 2023	BUY	$45.6 - $51.1 $296,172 - $331,894	6,495 Added 23.94%	33,627 $1.66 Million
Q4 2022 Feb 13, 2023	BUY	$43.77 - $50.51 $1,444 - $1,666	33 Added 0.12%	27,132 $1.27 Million
Q2 2022 Aug 16, 2022	SELL	$37.17 - $43.74 $64,415 - $75,801	-1,733 Reduced 6.01%	27,099 $1.08 Million
Q1 2022 May 16, 2022	BUY	$37.19 - $41.97 $7,847 - $8,855	211 Added 0.74%	28,832 $1.21 Million
Q4 2021 Feb 09, 2022	BUY	$33.06 - $40.19 $5,686 - $6,912	172 Added 0.6%	28,621 $1.12 Million
Q2 2021 Aug 16, 2021	BUY	$32.63 - $34.92 $193,593 - $207,180	5,933 Added 26.35%	28,449 $932,000
Q4 2020 Feb 16, 2021	SELL	$22.37 - $26.82 $189,809 - $227,567	-8,485 Reduced 27.37%	22,516 $599,000
Q3 2020 Nov 12, 2020	SELL	$22.14 - $25.68 $30,287 - $35,130	-1,368 Reduced 4.23%	31,001 $709,000
Q2 2020 Aug 13, 2020	SELL	$20.02 - $26.3 $59,139 - $77,690	-2,954 Reduced 8.36%	32,369 $776,000
Q1 2020 May 13, 2020	BUY	$17.27 - $28.5 $5,768 - $9,519	334 Added 0.95%	35,323 $739,000
Q4 2019 Feb 14, 2020	BUY	$23.12 - $28.1 $9,086 - $11,043	393 Added 1.14%	34,989 $943,000
Q3 2019 Nov 08, 2019	SELL	$19.58 - $24.58 $15,272 - $19,172	-780 Reduced 2.2%	34,596 $813,000
Q2 2019 Aug 07, 2019	SELL	$19.31 - $20.84 $433,200 - $467,524	-22,434 Reduced 38.81%	35,376 $693,000
Q1 2019 Apr 30, 2019	BUY	$19.07 - $21.36 $76,146 - $85,290	3,993 Added 7.42%	57,810 $1.17 Million
Q4 2018 Feb 12, 2019	BUY	$18.76 - $23.98 $1.01 Million - $1.29 Million	53,817 New	53,817 $1.06 Million

Others Institutions Holding CBZ

# of Institutions

294

Shares Held

47.3M

Call Options Held

10.8K

Put Options Held

300

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.2B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

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First Republic Investment Management, Inc. Cbiz, Inc. Transaction History