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Analyzing the Q1-Q2 2019 Changes in Holdings of Cobiz Wealth's 13F Fund

Ava Hoppe | 23 April, 2023

Cobiz Wealth, LLC has recently released their 13F filings for the first and second quarter of 2019. This data provides valuable insights for investors seeking to understand the behavior of institutional investors in the current market environment. In this blog post, we will analyze the changes in holdings of the fund as reported in the 13F filings. We will discuss the fund's top holdings, new positions added and sold, and the changes in the fund's overall portfolio value. Join us as we dive into the world of Cobiz Wealth, LLC and explore the data-filled world of institutional investment behavior.

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