Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AIM
Advantage Investment Management’s
CBIZ
CBZ
Stock Holding History
Advantage Investment Management’s Portfolio
CBZ Stock Details
CBZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-85
Closed
-$2K
–
929
2018
Q4
$2K
Hold
85
–
–
﹤0.01%
890
2018
Q3
$2K
Hold
85
–
–
﹤0.01%
934
2018
Q2
$2K
Hold
85
–
–
﹤0.01%
855
2018
Q1
$2K
Hold
85
–
–
﹤0.01%
897
2017
Q4
$1K
Hold
85
–
–
﹤0.01%
949
2017
Q3
$1K
Hold
85
–
–
﹤0.01%
973
2017
Q2
$1K
Buy
+85
New
+$1.27K
﹤0.01%
1005
Other funds holding CBZ
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BAM
Burgundy Asset Management
Toronto, Ontario, Canada
$10.6B AUM
13.39%
1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich, Connecticut
$365M AUM
18.32%
1-Year Est. Return
PCP
P2 Capital Partners
New York
$210M AUM
1.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
First Manhattan
New York
$36.1B AUM
11.5%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close