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BHZ Capital Management’s Choiceone Financial COFS Stock Holding History

BHZ Capital Management’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,910
Closed -$258K – 114
2022
Q4 		$258K Buy
+8,910
New +$209K 0.11% 102

Other funds holding COFS

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FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BHZ Capital Management's COFS Position: Q1 2023 in Review

BHZ Capital Management sold out of Choiceone Financial (COFS) in Q1 2023, closing a stake of 8,910 shares — an estimated $258K sold.

BHZ Capital Management first reported a position in COFS in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 35 funds tracked by Wall St. Rank hold COFS as of Q1 2023.

  • BHZ Capital Management reported no remaining Choiceone Financial position as of Q1 2023 after selling out during the quarter.
  • BHZ Capital Management sold 8,910 Choiceone Financial shares in Q1 2023, an estimated $258K.
  • BHZ Capital Management first reported a position in Choiceone Financial in Q4 2022 and held it in 1 quarter.
  • BHZ Capital Management's Choiceone Financial position peaked at $258K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2023.

Based on BHZ Capital Management's 13F filing for Q1 2023, filed 16 May 2023.