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JFS Wealth Advisors’s Citizens Financial Services CZFS Stock Holding History

JFS Wealth Advisors’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
2024
Q2 		– Sell
-3,127
Closed -$151K – 2002
2024
Q1 		$151K Sell
3,127
-27,383
-90% -$1.39M 0.01% 267
2023
Q4 		$1.94M Hold
30,510
– – 0.16% 79
2023
Q3 		$1.43M Hold
30,510
– – 0.14% 92
2023
Q2 		$2.23M Sell
30,510
-1
-0% -$81 0.2% 78
2023
Q1 		$2.47M Hold
30,511
– – 0.23% 69
2022
Q4 		$2.27M Sell
30,511
-701
-2% -$48.6K 0.22% 79
2022
Q3 		$2.13M Hold
31,212
– – 0.23% 77
2022
Q2 		$2.12M Buy
+31,212
New +$2.08M 0.22% 71

Other funds holding CZFS

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
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JFS Wealth Advisors's CZFS Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Citizens Financial Services (CZFS) in Q2 2024, closing a stake of 3,127 shares — an estimated $151K sold.

JFS Wealth Advisors first reported a position in CZFS in Q2 2022 and held it in 8 quarters. The position peaked at $2.47M in Q1 2023. 56 funds tracked by Wall St. Rank hold CZFS as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Citizens Financial Services position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 3,127 Citizens Financial Services shares in Q2 2024, an estimated $151K.
  • JFS Wealth Advisors first reported a position in Citizens Financial Services in Q2 2022 and held it in 8 quarters.
  • JFS Wealth Advisors's Citizens Financial Services position peaked at $2.47M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.