GSWM
CIZN

Golden State Wealth Management’s Citizens Holding Co. CIZN Stock Holding History

Golden State Wealth Management’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
2020
Q3 		– Sell
-179,065
Closed -$4.48M – 501
2020
Q2 		$4.48M Buy
+179,065
New +$4.01M 1.15% 17

Other funds holding CIZN

MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Golden State Wealth Management's CIZN Position: Q3 2020 in Review

Golden State Wealth Management sold out of Citizens Holding Co. (CIZN) in Q3 2020, closing a stake of 179,065 shares — an estimated $4.48M sold.

Golden State Wealth Management first reported a position in CIZN in Q2 2020 and held it in 1 quarter. The position peaked at $4.48M in Q2 2020. 31 funds tracked by Wall St. Rank hold CIZN as of Q3 2020.

  • Golden State Wealth Management reported no remaining Citizens Holding Co. position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 179,065 Citizens Holding Co. shares in Q3 2020, an estimated $4.48M.
  • Golden State Wealth Management first reported a position in Citizens Holding Co. in Q2 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Citizens Holding Co. position peaked at $4.48M in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.