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Spire Wealth Management’s CBIZ CBZ Stock Holding History

Spire Wealth Management’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
-43
Closed -$1K – 2569
2021
Q2 		$1K Hold
43
– – ﹤0.01% 2528
2021
Q1 		$1K Buy
+43
New +$1.27K ﹤0.01% 2921

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $139B AUM 29.06% 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 $580B AUM 38.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Spire Wealth Management's CBZ Position: Q3 2021 in Review

Spire Wealth Management sold out of CBIZ (CBZ) in Q3 2021, closing a stake of 43 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in CBZ in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 160 funds tracked by Wall St. Rank hold CBZ as of Q3 2021.

  • Spire Wealth Management reported no remaining CBIZ position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 43 CBIZ shares in Q3 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in CBIZ in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's CBIZ position peaked at $1K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held CBIZ as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.