Cedar Brook Financial Partners’s Norwood Financial Corp NWFL Stock Holding History

Cedar Brook Financial Partners’s Portfolio NWFL Stock Details NWFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,268	Closed	-$213K	–	443
2023 Q4	$213K	Buy	+7,268	New	+$205K	0.05%	378
2023 Q3	–	Sell	-7,383	Closed	-$218K	–	411
2023 Q2	$218K	Hold	7,383	–	–	0.05%	356
2023 Q1	$217K	Hold	7,383	–	–	0.06%	345
2022 Q4	$247K	Buy	+7,383	New	+$223K	0.07%	300
2022 Q2	–	Sell	-7,498	Closed	-$214K	–	378
2022 Q1	$214K	Buy	+7,498	New	+$210K	0.06%	349
2021 Q3	–	Sell	-7,711	Closed	-$200K	–	368
2021 Q2	$200K	Buy	+7,711	New	+$197K	0.06%	357

Other funds holding NWFL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norwood Financial Honesdale, Pennsylvania $69.3M AUM 18.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cedar Brook Financial Partners's NWFL Position: Q1 2024 in Review

Cedar Brook Financial Partners sold out of Norwood Financial Corp (NWFL) in Q1 2024, closing a stake of 7,268 shares — an estimated $213K sold.

Cedar Brook Financial Partners first reported a position in NWFL in Q2 2021 and held it in 6 quarters. The position peaked at $247K in Q4 2022. 56 funds tracked by Wall St. Rank hold NWFL as of Q1 2024.

Cedar Brook Financial Partners reported no remaining Norwood Financial Corp position as of Q1 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,268 Norwood Financial Corp shares in Q1 2024, an estimated $213K.
Cedar Brook Financial Partners first reported a position in Norwood Financial Corp in Q2 2021 and held it in 6 quarters.
Cedar Brook Financial Partners's Norwood Financial Corp position peaked at $247K in Q4 2022.
56 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.