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Belpointe Asset Management’s Citizens Financial Services CZFS Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,157
Closed -$93.8K – 1187
2023
Q1 		$93.8K Hold
1,157
– – 0.01% 1346
2022
Q4 		$86.2K Buy
+1,157
New +$80.2K 0.01% 1320
2022
Q3 		– Sell
-1,656
Closed -$112K – 1179
2022
Q2 		$112K Buy
+1,656
New +$110K 0.01% 1068

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Belpointe Asset Management's CZFS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Citizens Financial Services (CZFS) in Q2 2023, closing a stake of 1,157 shares — an estimated $93.8K sold.

Belpointe Asset Management first reported a position in CZFS in Q2 2022 and held it in 3 quarters. The position peaked at $112K in Q2 2022. 50 funds tracked by Wall St. Rank hold CZFS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Citizens Financial Services position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,157 Citizens Financial Services shares in Q2 2023, an estimated $93.8K.
  • Belpointe Asset Management first reported a position in Citizens Financial Services in Q2 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Citizens Financial Services position peaked at $112K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.