Steward Partners Investment Advisory’s CBIZ CBZ Stock Holding History

Steward Partners Investment Advisory’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	-1,000	Closed	-$26K	–	2505
2019 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1683
2019 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1673
2019 Q2	$19K	Buy	+1,000	New	+$20K	﹤0.01%	1721
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	959
2018 Q3	$24K	Hold	1,000	–	–	﹤0.01%	1477
2018 Q2	$23K	Buy	+1,000	New	+$20.2K	﹤0.01%	1402

Other funds holding CBZ

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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 Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BAM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Steward Partners Investment Advisory's CBZ Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of CBIZ (CBZ) in Q1 2020, closing a stake of 1,000 shares — an estimated $26K sold.

Steward Partners Investment Advisory first reported a position in CBZ in Q2 2018 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 153 funds tracked by Wall St. Rank hold CBZ as of Q1 2020.

Steward Partners Investment Advisory reported no remaining CBIZ position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,000 CBIZ shares in Q1 2020, an estimated $26K.
Steward Partners Investment Advisory first reported a position in CBIZ in Q2 2018 and held it in 5 quarters.
Steward Partners Investment Advisory's CBIZ position peaked at $26K in Q4 2019.
153 funds tracked by Wall St. Rank held CBIZ as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.