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Loring Wolcott & Coolidge Fiduciary Advisors’s CBIZ CBZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-135
Closed -$4K – 783
2021
Q2 		$4K Buy
+135
New +$4.51K ﹤0.01% 759

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBZ Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CBIZ (CBZ) in Q3 2021, closing a stake of 135 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBZ in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 160 funds tracked by Wall St. Rank hold CBZ as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CBIZ position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 135 CBIZ shares in Q3 2021, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBIZ in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CBIZ position peaked at $4K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held CBIZ as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.