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RegentAtlantic Capital’s CBIZ CBZ Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-9,239
Closed -$249K – 426
2019
Q4 		$249K Sell
9,239
-251
-3% -$6.53K 0.02% 412
2019
Q3 		$223K Buy
+9,490
New +$213K 0.01% 411

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

RegentAtlantic Capital's CBZ Position: Q1 2020 in Review

RegentAtlantic Capital sold out of CBIZ (CBZ) in Q1 2020, closing a stake of 9,239 shares — an estimated $249K sold.

RegentAtlantic Capital first reported a position in CBZ in Q3 2019 and held it in 2 quarters. The position peaked at $249K in Q4 2019. 153 funds tracked by Wall St. Rank hold CBZ as of Q1 2020.

  • RegentAtlantic Capital reported no remaining CBIZ position as of Q1 2020 after selling out during the quarter.
  • RegentAtlantic Capital sold 9,239 CBIZ shares in Q1 2020, an estimated $249K.
  • RegentAtlantic Capital first reported a position in CBIZ in Q3 2019 and held it in 2 quarters.
  • RegentAtlantic Capital's CBIZ position peaked at $249K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held CBIZ as of Q1 2020.

Based on RegentAtlantic Capital's 13F filing for Q1 2020, filed 14 May 2020.