Wealthspire Advisors (Maryland)’s CBIZ CBZ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-4,000	Closed	-$81K	–	711
2019 Q1	$81K	Hold	4,000	–	–	0.01%	715
2018 Q4	$79K	Hold	4,000	–	–	0.01%	684
2018 Q3	$95K	Hold	4,000	–	–	0.01%	709
2018 Q2	$92K	Hold	4,000	–	–	0.01%	734
2018 Q1	$73K	Hold	4,000	–	–	0.01%	830
2017 Q4	$62K	Hold	4,000	–	–	0.01%	918
2017 Q3	$65K	Hold	4,000	–	–	0.01%	878
2017 Q2	$60K	Buy	+4,000	New	+$59.9K	0.01%	882

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Wealthspire Advisors (Maryland)'s CBZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CBIZ (CBZ) in Q2 2019, closing a stake of 4,000 shares — an estimated $81K sold.

Wealthspire Advisors (Maryland) first reported a position in CBZ in Q2 2017 and held it in 8 quarters. The position peaked at $95K in Q3 2018. 140 funds tracked by Wall St. Rank hold CBZ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CBIZ position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,000 CBIZ shares in Q2 2019, an estimated $81K.
Wealthspire Advisors (Maryland) first reported a position in CBIZ in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s CBIZ position peaked at $95K in Q3 2018.
140 funds tracked by Wall St. Rank held CBIZ as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.