Sowell Financial Services’s CBIZ CBZ Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-145	Closed	-$5K	–	871
2021 Q1	$5K	Buy	+145	New	+$4.27K	﹤0.01%	2584

Other funds holding CBZ

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

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Sowell Financial Services's CBZ Position: Q2 2021 in Review

Sowell Financial Services sold out of CBIZ (CBZ) in Q2 2021, closing a stake of 145 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in CBZ in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 168 funds tracked by Wall St. Rank hold CBZ as of Q2 2021.

Sowell Financial Services reported no remaining CBIZ position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 145 CBIZ shares in Q2 2021, an estimated $5K.
Sowell Financial Services first reported a position in CBIZ in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's CBIZ position peaked at $5K in Q1 2021.
168 funds tracked by Wall St. Rank held CBIZ as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.