Ten Capital Wealth Advisors’s CBIZ CBZ Stock Holding History

Ten Capital Wealth Advisors’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	-150	Closed	-$5K	–	437
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	363
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	303
2020 Q4	$4K	Buy	+150	New	+$3.69K	﹤0.01%	306

Other funds holding CBZ

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 New York $6.73T AUM 46.02% 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

EVM

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

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 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

Ten Capital Wealth Advisors's CBZ Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of CBIZ (CBZ) in Q3 2021, closing a stake of 150 shares — an estimated $5K sold.

Ten Capital Wealth Advisors first reported a position in CBZ in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 160 funds tracked by Wall St. Rank hold CBZ as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining CBIZ position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 150 CBIZ shares in Q3 2021, an estimated $5K.
Ten Capital Wealth Advisors first reported a position in CBIZ in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's CBIZ position peaked at $5K in Q2 2021.
160 funds tracked by Wall St. Rank held CBIZ as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.