Financial Gravity Companies’s CBIZ CBZ Stock Holding History

Financial Gravity Companies’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 Q4	$0	Buy	+9	New	+$192	﹤0.01%	1376

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Companies's CBZ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in CBIZ (CBZ) in Q4 2018: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings.

148 funds tracked by Wall St. Rank hold CBZ as of Q4 2018.

Financial Gravity Companies held 9 shares of CBIZ worth $0 as of Q4 2018.
CBIZ was a new Financial Gravity Companies position in Q4 2018.
CBIZ made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1376 holding.
148 funds tracked by Wall St. Rank held CBIZ as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.