BFIM
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Beese Fulmer Investment Management’s Citizens Financial Services CZFS Stock Holding History

Beese Fulmer Investment 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
2023
Q3 		– Sell
-3,098
Closed -$226K – 220
2023
Q2 		$226K Buy
+3,098
New +$252K 0.02% 201

Other funds holding CZFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 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 $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beese Fulmer Investment Management's CZFS Position: Q3 2023 in Review

Beese Fulmer Investment Management sold out of Citizens Financial Services (CZFS) in Q3 2023, closing a stake of 3,098 shares — an estimated $226K sold.

Beese Fulmer Investment Management first reported a position in CZFS in Q2 2023 and held it in 1 quarter. The position peaked at $226K in Q2 2023. 46 funds tracked by Wall St. Rank hold CZFS as of Q3 2023.

  • Beese Fulmer Investment Management reported no remaining Citizens Financial Services position as of Q3 2023 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,098 Citizens Financial Services shares in Q3 2023, an estimated $226K.
  • Beese Fulmer Investment Management first reported a position in Citizens Financial Services in Q2 2023 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Citizens Financial Services position peaked at $226K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Citizens Financial Services as of Q3 2023.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.