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Globeflex Capital’s Citizens Community Bancorp CZWI Stock Holding History

Globeflex Capital’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,637
Closed -$177K – 483
2023
Q1 		$177K Hold
16,637
– – 0.02% 345
2022
Q4 		$200K Hold
16,637
– – 0.03% 343
2022
Q3 		$202K Hold
16,637
– – 0.03% 349
2022
Q2 		$230K Hold
16,637
– – 0.06% 310
2022
Q1 		$251K Hold
16,637
– – 0.05% 328
2021
Q4 		$229K Buy
16,637
+8,284
+99% +$114K 0.05% 346
2021
Q3 		$116K Buy
8,353
+4,053
+94% +$55.8K 0.03% 379
2021
Q2 		$59K Buy
+4,300
New +$58K 0.01% 415

Other funds holding CZWI

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Globeflex Capital's CZWI Position: Q2 2023 in Review

Globeflex Capital sold out of Citizens Community Bancorp (CZWI) in Q2 2023, closing a stake of 16,637 shares — an estimated $177K sold.

Globeflex Capital first reported a position in CZWI in Q2 2021 and held it in 8 quarters. The position peaked at $251K in Q1 2022. 37 funds tracked by Wall St. Rank hold CZWI as of Q2 2023.

  • Globeflex Capital reported no remaining Citizens Community Bancorp position as of Q2 2023 after selling out during the quarter.
  • Globeflex Capital sold 16,637 Citizens Community Bancorp shares in Q2 2023, an estimated $177K.
  • Globeflex Capital first reported a position in Citizens Community Bancorp in Q2 2021 and held it in 8 quarters.
  • Globeflex Capital's Citizens Community Bancorp position peaked at $251K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2023.

Based on Globeflex Capital's 13F filing for Q2 2023, filed 14 Aug 2023.