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Fernwood Investment Management’s Citizens & Northern Corp CZNC Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-408
Closed -$7.66K – 302
2024
Q1 		$7.66K Buy
+408
New +$7.9K ﹤0.01% 602

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fernwood Investment Management's CZNC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Citizens & Northern Corp (CZNC) in Q2 2024, closing a stake of 408 shares — an estimated $7.66K sold.

Fernwood Investment Management first reported a position in CZNC in Q1 2024 and held it in 1 quarter. The position peaked at $7.66K in Q1 2024. 70 funds tracked by Wall St. Rank hold CZNC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Citizens & Northern Corp position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 408 Citizens & Northern Corp shares in Q2 2024, an estimated $7.66K.
  • Fernwood Investment Management first reported a position in Citizens & Northern Corp in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Citizens & Northern Corp position peaked at $7.66K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.