BWP
PWOD

Bernardo Wealth Planning’s Penns Woods Bancorp PWOD Stock Holding History

Bernardo Wealth Planning’s Portfolio PWOD Stock Details PWOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,616
Closed -$224K – 130
2020
Q4 		$224K Buy
+8,616
New +$207K 0.09% 154
2020
Q2 		– Sell
-8,616
Closed -$209K – 145
2020
Q1 		$209K Hold
8,616
– – 0.15% 124
2019
Q4 		$306K Hold
8,616
– – 0.19% 121
2019
Q3 		$265K Sell
8,616
-7,839
-48% -$229K 0.19% 121
2019
Q2 		$496K Hold
16,455
– – 0.39% 63
2019
Q1 		$451K Hold
16,455
– – 0.36% 71
2018
Q4 		$441K Buy
+16,455
New +$458K 0.39% 62

Other funds holding PWOD

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernardo Wealth Planning's PWOD Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Penns Woods Bancorp (PWOD) in Q1 2021, closing a stake of 8,616 shares — an estimated $224K sold.

Bernardo Wealth Planning first reported a position in PWOD in Q4 2018 and held it in 7 quarters. The position peaked at $496K in Q2 2019. 45 funds tracked by Wall St. Rank hold PWOD as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Penns Woods Bancorp position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 8,616 Penns Woods Bancorp shares in Q1 2021, an estimated $224K.
  • Bernardo Wealth Planning first reported a position in Penns Woods Bancorp in Q4 2018 and held it in 7 quarters.
  • Bernardo Wealth Planning's Penns Woods Bancorp position peaked at $496K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.