V Wealth Advisors’s CBIZ CBZ Stock Holding History

V 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
2019 Q1	–	Sell	-11,090	Closed	-$263K	–	262
2018 Q4	$263K	Hold	11,090	–	–	0.13%	172
2018 Q3	$263K	Hold	11,090	–	–	0.12%	185
2018 Q2	$255K	Buy	+11,090	New	+$224K	0.14%	166

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BAM

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PCP

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

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

V Wealth Advisors's CBZ Position: Q1 2019 in Review

V Wealth Advisors sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 11,090 shares — an estimated $263K sold.

V Wealth Advisors first reported a position in CBZ in Q2 2018 and held it in 3 quarters. The position peaked at $263K in Q4 2018. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

V Wealth Advisors reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
V Wealth Advisors sold 11,090 CBIZ shares in Q1 2019, an estimated $263K.
V Wealth Advisors first reported a position in CBIZ in Q2 2018 and held it in 3 quarters.
V Wealth Advisors's CBIZ position peaked at $263K in Q4 2018.
145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on V Wealth Advisors's 13F filing for Q1 2019, filed 16 May 2019.