Key Financial Inc’s Citizens Financial Services CZFS Stock Holding History

Key Financial Inc’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	-2,558	Closed	-$123K	–	1351
2024 Q1	$123K	Hold	2,558	–	–	0.03%	281
2023 Q4	$162K	Hold	2,558	–	–	0.04%	240
2023 Q3	$120K	Hold	2,558	–	–	0.04%	257
2023 Q2	$187K	Sell	2,558 -1	-0%	-$81	0.06%	218
2023 Q1	$208K	Hold	2,559	–	–	0.08%	191
2022 Q4	$174K	Hold	2,559	–	–	0.08%	177
2022 Q3	$174K	Hold	2,559	–	–	0.08%	179
2022 Q2	$166K	Buy	+2,559	New	+$170K	0.09%	174

Other funds holding CZFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's CZFS Position: Q2 2024 in Review

Key Financial Inc sold out of Citizens Financial Services (CZFS) in Q2 2024, closing a stake of 2,558 shares — an estimated $123K sold.

Key Financial Inc first reported a position in CZFS in Q2 2022 and held it in 8 quarters. The position peaked at $208K in Q1 2023. 56 funds tracked by Wall St. Rank hold CZFS as of Q2 2024.

Key Financial Inc reported no remaining Citizens Financial Services position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 2,558 Citizens Financial Services shares in Q2 2024, an estimated $123K.
Key Financial Inc first reported a position in Citizens Financial Services in Q2 2022 and held it in 8 quarters.
Key Financial Inc's Citizens Financial Services position peaked at $208K in Q1 2023.
56 funds tracked by Wall St. Rank held Citizens Financial Services as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.