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J.W. Cole Advisors’s Citizens & Northern Corp CZNC Stock Holding History

J.W. Cole Advisors’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
Q3 		– Sell
-10,480
Closed -$187K – 938
2024
Q2 		$187K Buy
+10,480
New +$183K 0.01% 856

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
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return

J.W. Cole Advisors's CZNC Position: Q3 2024 in Review

J.W. Cole Advisors sold out of Citizens & Northern Corp (CZNC) in Q3 2024, closing a stake of 10,480 shares — an estimated $187K sold.

J.W. Cole Advisors first reported a position in CZNC in Q2 2024 and held it in 1 quarter. The position peaked at $187K in Q2 2024. 72 funds tracked by Wall St. Rank hold CZNC as of Q3 2024.

  • J.W. Cole Advisors reported no remaining Citizens & Northern Corp position as of Q3 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,480 Citizens & Northern Corp shares in Q3 2024, an estimated $187K.
  • J.W. Cole Advisors first reported a position in Citizens & Northern Corp in Q2 2024 and held it in 1 quarter.
  • J.W. Cole Advisors's Citizens & Northern Corp position peaked at $187K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q3 2024.

Based on J.W. Cole Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.