GRP
CZFS icon

Global Retirement Partners’s Citizens Financial Services CZFS Stock Holding History

Global Retirement Partners’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
-31
Closed -$2.3K – 3231
2022
Q4 		$2.3K Hold
31
– – ﹤0.01% 2305
2022
Q3 		$2K Sell
31
-21
-40% -$1.52K ﹤0.01% 2217
2022
Q2 		$4K Buy
+52
New +$3.46K ﹤0.01% 1946

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

Global Retirement Partners's CZFS Position: Q1 2023 in Review

Global Retirement Partners sold out of Citizens Financial Services (CZFS) in Q1 2023, closing a stake of 31 shares — an estimated $2.3K sold.

Global Retirement Partners first reported a position in CZFS in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 33 funds tracked by Wall St. Rank hold CZFS as of Q1 2023.

  • Global Retirement Partners reported no remaining Citizens Financial Services position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 31 Citizens Financial Services shares in Q1 2023, an estimated $2.3K.
  • Global Retirement Partners first reported a position in Citizens Financial Services in Q2 2022 and held it in 3 quarters.
  • Global Retirement Partners's Citizens Financial Services position peaked at $4K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.