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Capital Performance Advisors’s Citizens Financial Services CZFS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-36
Closed -$2.12K – 800
2024
Q3 		$2.12K Buy
+36
New +$1.81K ﹤0.01% 1535

Other funds holding CZFS

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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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Performance Advisors's CZFS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Citizens Financial Services (CZFS) in Q4 2024, closing a stake of 36 shares — an estimated $2.12K sold.

Capital Performance Advisors first reported a position in CZFS in Q3 2024 and held it in 1 quarter. The position peaked at $2.12K in Q3 2024. 66 funds tracked by Wall St. Rank hold CZFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Citizens Financial Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 36 Citizens Financial Services shares in Q4 2024, an estimated $2.12K.
  • Capital Performance Advisors first reported a position in Citizens Financial Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Citizens Financial Services position peaked at $2.12K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Citizens Financial Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.