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Financial Gravity Asset Management’s CBIZ CBZ Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$0 Buy
+9
New +$208 ﹤0.01% 1406

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's CBZ Position: Q3 2018 in Review

Financial Gravity Asset Management opened a new position in CBIZ (CBZ) in Q3 2018: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

153 funds tracked by Wall St. Rank hold CBZ as of Q3 2018.

  • Financial Gravity Asset Management held 9 shares of CBIZ worth $0 as of Q3 2018.
  • CBIZ was a new Financial Gravity Asset Management position in Q3 2018.
  • CBIZ made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1406 holding.
  • 153 funds tracked by Wall St. Rank held CBIZ as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.