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Garrett Wealth Advisory Group’s CBIZ CBZ Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-143
Closed -$3.36K – 144
2019
Q3 		$3.36K Buy
+143
New +$3.21K ﹤0.01% 440

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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garrett Wealth Advisory Group's CBZ Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of CBIZ (CBZ) in Q4 2019, closing a stake of 143 shares — an estimated $3.36K sold.

Garrett Wealth Advisory Group first reported a position in CBZ in Q3 2019 and held it in 1 quarter. The position peaked at $3.36K in Q3 2019. 161 funds tracked by Wall St. Rank hold CBZ as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining CBIZ position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 143 CBIZ shares in Q4 2019, an estimated $3.36K.
  • Garrett Wealth Advisory Group first reported a position in CBIZ in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's CBIZ position peaked at $3.36K in Q3 2019.
  • 161 funds tracked by Wall St. Rank held CBIZ as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.