Covestor’s Penns Woods Bancorp PWOD Stock Holding History

Covestor’s Portfolio PWOD Stock Details PWOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-98	Closed	-$2K	–	2645
2024 Q2	$2K	Buy	98 +69	+238%	+$1.32K	﹤0.01%	1879
2024 Q1	$1K	Buy	29 +21	+263%	+$424	﹤0.01%	2081
2023 Q4	$0	Buy	+8	New	+$170	﹤0.01%	2594

Other funds holding PWOD

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

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

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

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Covestor's PWOD Position: Q3 2024 in Review

Covestor sold out of Penns Woods Bancorp (PWOD) in Q3 2024, closing a stake of 98 shares — an estimated $2K sold.

Covestor first reported a position in PWOD in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2024. 57 funds tracked by Wall St. Rank hold PWOD as of Q3 2024.

Covestor reported no remaining Penns Woods Bancorp position as of Q3 2024 after selling out during the quarter.
Covestor sold 98 Penns Woods Bancorp shares in Q3 2024, an estimated $2K.
Covestor first reported a position in Penns Woods Bancorp in Q4 2023 and held it in 3 quarters.
Covestor's Penns Woods Bancorp position peaked at $2K in Q2 2024.
57 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.