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Clear Street’s Citizens Financial Services CZFS Stock Holding History

Clear Street’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
2023
Q1 		– Sell
-6,270
Closed -$467K – 1214
2022
Q4 		$467K Buy
+6,270
New +$435K 0.01% 96

Other funds holding CZFS

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Street's CZFS Position: Q1 2023 in Review

Clear Street sold out of Citizens Financial Services (CZFS) in Q1 2023, closing a stake of 6,270 shares — an estimated $467K sold.

Clear Street first reported a position in CZFS in Q4 2022 and held it in 1 quarter. The position peaked at $467K in Q4 2022. 33 funds tracked by Wall St. Rank hold CZFS as of Q1 2023.

  • Clear Street reported no remaining Citizens Financial Services position as of Q1 2023 after selling out during the quarter.
  • Clear Street sold 6,270 Citizens Financial Services shares in Q1 2023, an estimated $467K.
  • Clear Street first reported a position in Citizens Financial Services in Q4 2022 and held it in 1 quarter.
  • Clear Street's Citizens Financial Services position peaked at $467K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2023.

Based on Clear Street's 13F filing for Q1 2023, filed 12 May 2023.