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Ellevest Inc’s Citizens & Northern Corp CZNC Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-387
Closed -$8.27K – 657
2023
Q1 		$8.27K Buy
+387
New +$8.69K ﹤0.01% 1079

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 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

Ellevest Inc's CZNC Position: Q2 2023 in Review

Ellevest Inc sold out of Citizens & Northern Corp (CZNC) in Q2 2023, closing a stake of 387 shares — an estimated $8.27K sold.

Ellevest Inc first reported a position in CZNC in Q1 2023 and held it in 1 quarter. The position peaked at $8.27K in Q1 2023. 58 funds tracked by Wall St. Rank hold CZNC as of Q2 2023.

  • Ellevest Inc reported no remaining Citizens & Northern Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 387 Citizens & Northern Corp shares in Q2 2023, an estimated $8.27K.
  • Ellevest Inc first reported a position in Citizens & Northern Corp in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Citizens & Northern Corp position peaked at $8.27K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.