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American Portfolios Advisors’s CBIZ CBZ Stock Holding History

American Portfolios Advisors’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
-1,000
Closed -$19.7K – 2618
2018
Q4 		$19.7K Hold
1,000
– – ﹤0.01% 1379
2018
Q3 		$23.7K Sell
1,000
-300
-23% -$6.95K ﹤0.01% 1424
2018
Q2 		$29.9K Hold
1,300
– – ﹤0.01% 1287
2018
Q1 		$23.7K Hold
1,300
– – ﹤0.01% 1327
2017
Q4 		$20.1K Buy
+1,300
New +$20.4K ﹤0.01% 1325

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Portfolios Advisors's CBZ Position: Q1 2019 in Review

American Portfolios Advisors sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 1,000 shares — an estimated $19.7K sold.

American Portfolios Advisors first reported a position in CBZ in Q4 2017 and held it in 5 quarters. The position peaked at $29.9K in Q2 2018. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

  • American Portfolios Advisors reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 1,000 CBIZ shares in Q1 2019, an estimated $19.7K.
  • American Portfolios Advisors first reported a position in CBIZ in Q4 2017 and held it in 5 quarters.
  • American Portfolios Advisors's CBIZ position peaked at $29.9K in Q2 2018.
  • 145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on American Portfolios Advisors's 13F filing for Q1 2019, filed 24 Mar 2023.