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Baldwin Wealth Partners’s Citizens Financial Services CZFS Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-623
Closed -$36.2K – 421
2024
Q3 		$36.2K Buy
+623
New +$31.3K ﹤0.01% 601

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CNC
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Geode Capital Management
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State Street
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HI
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's CZFS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Citizens Financial Services (CZFS) in Q4 2024, closing a stake of 623 shares — an estimated $36.2K sold.

Baldwin Wealth Partners first reported a position in CZFS in Q3 2024 and held it in 1 quarter. The position peaked at $36.2K in Q3 2024. 66 funds tracked by Wall St. Rank hold CZFS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Citizens Financial Services position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 623 Citizens Financial Services shares in Q4 2024, an estimated $36.2K.
  • Baldwin Wealth Partners first reported a position in Citizens Financial Services in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Citizens Financial Services position peaked at $36.2K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Citizens Financial Services as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.