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Beaird Harris Wealth Management’s Citizens & Northern Corp CZNC Stock Holding History

Beaird Harris Wealth Management’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-377
Closed -$6.75K – 566
2024
Q2 		$6.75K Buy
+377
New +$6.59K ﹤0.01% 422

Other funds holding CZNC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return

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

Beaird Harris Wealth Management sold out of Citizens & Northern Corp (CZNC) in Q3 2024, closing a stake of 377 shares — an estimated $6.75K sold.

Beaird Harris Wealth Management first reported a position in CZNC in Q2 2024 and held it in 1 quarter. The position peaked at $6.75K in Q2 2024. 72 funds tracked by Wall St. Rank hold CZNC as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Citizens & Northern Corp position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 377 Citizens & Northern Corp shares in Q3 2024, an estimated $6.75K.
  • Beaird Harris Wealth Management first reported a position in Citizens & Northern Corp in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Citizens & Northern Corp position peaked at $6.75K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q3 2024.

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