Creative Planning
CZFS icon

Creative Planning’s Citizens Financial Services CZFS Stock Holding History

Creative Planning’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
Q1 		– Sell
-3,216
Closed -$204K – 2946
2023
Q4 		$204K Buy
3,216
+125
+4% +$6.71K ﹤0.01% 2414
2023
Q3 		$145K Buy
+3,091
New +$182K ﹤0.01% 2325

Other funds holding CZFS

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
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Creative Planning's CZFS Position: Q1 2024 in Review

Creative Planning sold out of Citizens Financial Services (CZFS) in Q1 2024, closing a stake of 3,216 shares — an estimated $204K sold.

Creative Planning first reported a position in CZFS in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q4 2023. 50 funds tracked by Wall St. Rank hold CZFS as of Q1 2024.

  • Creative Planning reported no remaining Citizens Financial Services position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 3,216 Citizens Financial Services shares in Q1 2024, an estimated $204K.
  • Creative Planning first reported a position in Citizens Financial Services in Q3 2023 and held it in 2 quarters.
  • Creative Planning's Citizens Financial Services position peaked at $204K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.