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Belpointe Asset Management’s Citizens & Northern Corp CZNC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-3,248
Closed -$69.4K – 1188
2023
Q1 		$69.4K Hold
3,248
– – ﹤0.01% 1517
2022
Q4 		$74.2K Buy
+3,248
New +$77.8K ﹤0.01% 1399

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Belpointe Asset Management sold out of Citizens & Northern Corp (CZNC) in Q2 2023, closing a stake of 3,248 shares — an estimated $69.4K sold.

Belpointe Asset Management first reported a position in CZNC in Q4 2022 and held it in 2 quarters. The position peaked at $74.2K in Q4 2022. 58 funds tracked by Wall St. Rank hold CZNC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Citizens & Northern Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,248 Citizens & Northern Corp shares in Q2 2023, an estimated $69.4K.
  • Belpointe Asset Management first reported a position in Citizens & Northern Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Citizens & Northern Corp position peaked at $74.2K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2023.

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