Rockefeller Capital Management L.P. Cbiz, Inc. Transaction History

Rockefeller Capital Management L.P.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Mar 06, 2023	SELL	$43.77 - $50.51 $3,676 - $4,242	-84 Reduced 7.01%	1,114 $52,000
Q3 2022 Nov 02, 2022	BUY	$39.89 - $48.01 $30,715 - $36,967	770 Added 179.91%	1,198 $51,000
Q2 2022 Aug 12, 2022	BUY	$37.17 - $43.74 $9,664 - $11,372	260 Added 154.76%	428 $17,000
Q4 2021 Feb 14, 2022	SELL	$33.06 - $40.19 $826 - $1,004	-25 Reduced 12.95%	168 $6,000
Q3 2021 Nov 12, 2021	BUY	$30.78 - $34.48 $1,200 - $1,344	39 Added 25.32%	193 $6,000

Q2 2021 Aug 10, 2021	SELL	$32.63 - $34.92 $2,414 - $2,584	-74 Reduced 32.46%	154 $5,000
Q1 2021 May 11, 2021	BUY	$25.61 - $34.03 $4,609 - $6,125	180 Added 375.0%	228 $7,000
Q4 2020 Feb 12, 2021	BUY	$22.37 - $26.82 $1,073 - $1,287	48 New	48 $1,000

277

47.8M

24.9K

1.9K

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $3.81B
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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