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Capital Performance Advisors’s Citizens & Northern Corp CZNC Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-54
Closed -$1.06K – 801
2024
Q3 		$1.06K Buy
+54
New +$1.04K ﹤0.01% 1878

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Capital Performance Advisors sold out of Citizens & Northern Corp (CZNC) in Q4 2024, closing a stake of 54 shares — an estimated $1.06K sold.

Capital Performance Advisors first reported a position in CZNC in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 75 funds tracked by Wall St. Rank hold CZNC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Citizens & Northern Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 54 Citizens & Northern Corp shares in Q4 2024, an estimated $1.06K.
  • Capital Performance Advisors first reported a position in Citizens & Northern Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Citizens & Northern Corp position peaked at $1.06K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q4 2024.

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