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B. Riley Wealth Advisors’s Citizens Financial Services CZFS Stock Holding History

B. Riley Wealth Advisors’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,491
Closed -$620K – 1545
2023
Q2 		$620K Buy
+8,491
New +$691K 0.01% 763

Other funds holding CZFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
TAM
Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Advisors's CZFS Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Citizens Financial Services (CZFS) in Q3 2023, closing a stake of 8,491 shares — an estimated $620K sold.

B. Riley Wealth Advisors first reported a position in CZFS in Q2 2023 and held it in 1 quarter. The position peaked at $620K in Q2 2023. 46 funds tracked by Wall St. Rank hold CZFS as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Citizens Financial Services position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,491 Citizens Financial Services shares in Q3 2023, an estimated $620K.
  • B. Riley Wealth Advisors first reported a position in Citizens Financial Services in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Citizens Financial Services position peaked at $620K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.