JWA
PWOD

JFS Wealth Advisors’s Penns Woods Bancorp PWOD Stock Holding History

JFS Wealth Advisors’s Portfolio PWOD Stock Details PWOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,725
Closed -$40K – 1989
2022
Q3 		$40K Hold
1,725
– – ﹤0.01% 425
2022
Q2 		$40K Buy
+1,725
New +$40.2K ﹤0.01% 436

Other funds holding PWOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.33B AUM 19.33% 1-Year Est. Return

JFS Wealth Advisors's PWOD Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Penns Woods Bancorp (PWOD) in Q4 2022, closing a stake of 1,725 shares — an estimated $40K sold.

JFS Wealth Advisors first reported a position in PWOD in Q2 2022 and held it in 2 quarters. The position peaked at $40K in Q3 2022. 34 funds tracked by Wall St. Rank hold PWOD as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Penns Woods Bancorp position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,725 Penns Woods Bancorp shares in Q4 2022, an estimated $40K.
  • JFS Wealth Advisors first reported a position in Penns Woods Bancorp in Q2 2022 and held it in 2 quarters.
  • JFS Wealth Advisors's Penns Woods Bancorp position peaked at $40K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.