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Ergoteles’s Citizens Financial Services CZFS Stock Holding History

Ergoteles’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
-10,094
Closed -$750K – 1360
2022
Q4 		$750K Sell
10,094
-3,516
-26% -$244K 0.03% 558
2022
Q3 		$925K Buy
+13,610
New +$988K 0.03% 514

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

Ergoteles's CZFS Position: Q1 2023 in Review

Ergoteles sold out of Citizens Financial Services (CZFS) in Q1 2023, closing a stake of 10,094 shares — an estimated $750K sold.

Ergoteles first reported a position in CZFS in Q3 2022 and held it in 2 quarters. The position peaked at $925K in Q3 2022. 33 funds tracked by Wall St. Rank hold CZFS as of Q1 2023.

  • Ergoteles reported no remaining Citizens Financial Services position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 10,094 Citizens Financial Services shares in Q1 2023, an estimated $750K.
  • Ergoteles first reported a position in Citizens Financial Services in Q3 2022 and held it in 2 quarters.
  • Ergoteles's Citizens Financial Services position peaked at $925K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2023.

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