E
CIZN

Ergoteles’s Citizens Holding Co. CIZN Stock Holding History

Ergoteles’s Portfolio CIZN Stock Details CIZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,370
Closed -$142K – 2026
2022
Q4 		$142K Sell
10,370
-803
-7% -$11.4K 0.01% 1157
2022
Q3 		$171K Buy
+11,173
New +$192K 0.01% 1239
2021
Q4 		– Sell
-11,282
Closed -$211K – 1811
2021
Q3 		$211K Sell
11,282
-118
-1% -$2.12K 0.01% 962
2021
Q2 		$210K Buy
+11,400
New +$218K ﹤0.01% 1251

Other funds holding CIZN

MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ergoteles's CIZN Position: Q1 2023 in Review

Ergoteles sold out of Citizens Holding Co. (CIZN) in Q1 2023, closing a stake of 10,370 shares — an estimated $142K sold.

Ergoteles first reported a position in CIZN in Q2 2021 and held it in 4 quarters. The position peaked at $211K in Q3 2021. 23 funds tracked by Wall St. Rank hold CIZN as of Q1 2023.

  • Ergoteles reported no remaining Citizens Holding Co. position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 10,370 Citizens Holding Co. shares in Q1 2023, an estimated $142K.
  • Ergoteles first reported a position in Citizens Holding Co. in Q2 2021 and held it in 4 quarters.
  • Ergoteles's Citizens Holding Co. position peaked at $211K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.