CAW
CBZ icon

Cornerstone Advisors (Washington)’s CBIZ CBZ Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$1K Hold
62
– – ﹤0.01% 634
2020
Q2 		$1K Hold
62
– – ﹤0.01% 615
2020
Q1 		$1K Hold
62
– – ﹤0.01% 625
2019
Q4 		$2K Hold
62
– – ﹤0.01% 575
2019
Q3 		$1K Hold
62
– – ﹤0.01% 624
2019
Q2 		$1K Buy
+62
New +$1.24K ﹤0.01% 1266

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CBZ Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its CBIZ (CBZ) position steady in Q3 2020 at 62 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Cornerstone Advisors (Washington) first reported a position in CBZ in Q2 2019 and has held it in 6 quarters since. The position peaked at $2K in Q4 2019. 163 funds tracked by Wall St. Rank hold CBZ as of Q3 2020.

  • Cornerstone Advisors (Washington) held 62 shares of CBIZ worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its CBIZ share count unchanged in Q3 2020.
  • CBIZ made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #634 holding.
  • Cornerstone Advisors (Washington) first reported a position in CBIZ in Q2 2019 and has held it in 6 quarters since.
  • Cornerstone Advisors (Washington)'s CBIZ position peaked at $2K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held CBIZ as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.