Kohmann Bosshard Financial Services’s Citizens & Northern Corp CZNC Stock Holding History

Kohmann Bosshard Financial Services’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
2022 Q2	–	Sell	-11,015	Closed	-$269K	–	137
2022 Q1	$269K	Hold	11,015	–	–	0.05%	108
2021 Q4	$288K	Sell	11,015 -7,000	-39%	-$182K	0.06%	94
2021 Q3	$455K	Sell	18,015 -2,000	-10%	-$49.8K	0.1%	72
2021 Q2	$490K	Hold	20,015	–	–	0.11%	65
2021 Q1	$476K	Buy	+20,015	New	+$433K	0.13%	65

Other funds holding CZNC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

PCM

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 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

Kohmann Bosshard Financial Services's CZNC Position: Q2 2022 in Review

Kohmann Bosshard Financial Services sold out of Citizens & Northern Corp (CZNC) in Q2 2022, closing a stake of 11,015 shares — an estimated $269K sold.

Kohmann Bosshard Financial Services first reported a position in CZNC in Q1 2021 and held it in 5 quarters. The position peaked at $490K in Q2 2021. 61 funds tracked by Wall St. Rank hold CZNC as of Q2 2022.

Kohmann Bosshard Financial Services reported no remaining Citizens & Northern Corp position as of Q2 2022 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 11,015 Citizens & Northern Corp shares in Q2 2022, an estimated $269K.
Kohmann Bosshard Financial Services first reported a position in Citizens & Northern Corp in Q1 2021 and held it in 5 quarters.
Kohmann Bosshard Financial Services's Citizens & Northern Corp position peaked at $490K in Q2 2021.
61 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2022.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2022, filed 8 Jul 2022.