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Patriot Financial Group Insurance Agency’s CBIZ CBZ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3
Closed – – 1857
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1684
2020
Q2 		$0 Buy
+3
New +$68 ﹤0.01% 1665
2019
Q3 		– Sell
-2
Closed -$1K – 1313
2019
Q2 		$1K Buy
+2
New +$40 ﹤0.01% 1194

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PCP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CBZ Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of CBIZ (CBZ) in Q4 2020, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in CBZ in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 166 funds tracked by Wall St. Rank hold CBZ as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining CBIZ position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 CBIZ shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in CBIZ in Q2 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's CBIZ position peaked at $1K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held CBIZ as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.