ACG Wealth’s Citizens Holding Co. CIZN Stock Holding History

ACG Wealth’s Portfolio CIZN Stock Details CIZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$579K	Buy	37,824 +715	+2%	+$12.3K	0.13%	153
2022 Q2	$669K	Buy	37,109 +462	+1%	+$8.49K	0.14%	152
2022 Q1	$709K	Sell	36,647 -32,965	-47%	-$604K	0.13%	154
2021 Q4	$1.3M	Hold	69,612	–	–	0.19%	126
2021 Q3	$1.32M	Hold	69,612	–	–	0.17%	114
2021 Q2	$1.28M	Hold	69,612	–	–	0.16%	122
2021 Q1	$1.39M	Hold	69,612	–	–	0.18%	111
2020 Q4	$1.46M	Hold	69,612	–	–	0.2%	100
2020 Q3	$1.56M	Hold	69,612	–	–	0.24%	85
2020 Q2	$1.74M	Buy	69,612 +34	+0%	+$762	0.28%	75
2020 Q1	$1.4M	Hold	69,578	–	–	0.26%	86
2019 Q4	$1.52M	Buy	69,578 +2,747	+4%	+$58.1K	0.23%	101
2019 Q3	$1.36M	Hold	66,831	–	–	0.2%	109
2019 Q2	$1.38M	Buy	66,831 +256	+0.4%	+$5.5K	0.19%	119
2019 Q1	$1.46M	Buy	66,575 +256	+0.4%	+$5.42K	0.2%	109
2018 Q4	$1.39M	Buy	66,319 +251	+0.4%	+$5.49K	0.21%	100
2018 Q3	$1.55M	Buy	66,068 +225	+0.3%	+$5.25K	0.21%	99
2018 Q2	$1.56M	Buy	65,843 +460	+0.7%	+$10.3K	0.24%	89
2018 Q1	$1.43M	Hold	65,383	–	–	0.22%	97
2017 Q4	$1.51M	Buy	65,383 +223	+0.3%	+$5.28K	0.22%	103
2017 Q3	$1.62M	Buy	65,160 +209	+0.3%	+$5.1K	0.28%	85
2017 Q2	$1.69M	Buy	64,951 +203	+0.3%	+$4.94K	0.28%	95
2017 Q1	$1.59M	Buy	64,748 +656	+1%	+$16.4K	0.29%	94
2016 Q4	$1.66M	Buy	64,092 +592	+0.9%	+$14.2K	0.35%	78
2016 Q3	$1.48M	Buy	+63,500	New	+$1.45M	0.31%	89

Other funds holding CIZN

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

ACG Wealth's CIZN Position: Q3 2022 in Review

ACG Wealth increased its Citizens Holding Co. (CIZN) stake by 1.9% in Q3 2022, buying an estimated $12.3K and bringing the position to 37,824 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #153.

ACG Wealth first reported a position in CIZN in Q3 2016 and has held it in 25 quarters since. The position peaked at $1.74M in Q2 2020. 28 funds tracked by Wall St. Rank hold CIZN as of Q3 2022.

ACG Wealth held 37,824 shares of Citizens Holding Co. worth $579K as of Q3 2022.
ACG Wealth bought 715 Citizens Holding Co. shares in Q3 2022, an estimated $12.3K.
Citizens Holding Co. made up 0.13% of ACG Wealth's portfolio in Q3 2022, its #153 holding.
ACG Wealth first reported a position in Citizens Holding Co. in Q3 2016 and has held it in 25 quarters since.
ACG Wealth's Citizens Holding Co. position peaked at $1.74M in Q2 2020.
28 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.