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Beaird Harris Wealth Management’s Citizens Financial Services CZFS Stock Holding History

Beaird Harris Wealth Management’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
Q3 		– Sell
-242
Closed -$10.8K – 565
2024
Q2 		$10.8K Buy
+242
New +$10.4K ﹤0.01% 367

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Beaird Harris Wealth Management's CZFS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Citizens Financial Services (CZFS) in Q3 2024, closing a stake of 242 shares — an estimated $10.8K sold.

Beaird Harris Wealth Management first reported a position in CZFS in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 58 funds tracked by Wall St. Rank hold CZFS as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Citizens Financial Services position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 242 Citizens Financial Services shares in Q3 2024, an estimated $10.8K.
  • Beaird Harris Wealth Management first reported a position in Citizens Financial Services in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Citizens Financial Services position peaked at $10.8K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.