LPL Financial
CIZN

LPL Financial’s Citizens Holding Co. CIZN Stock Holding History

LPL Financial’s Portfolio CIZN Stock Details CIZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,647
Closed -$155K – 4854
2023
Q2 		$155K Sell
12,647
-956
-7% -$11.9K ﹤0.01% 4231
2023
Q1 		$164K Buy
+13,603
New +$194K ﹤0.01% 4100

Other funds holding CIZN

CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial's CIZN Position: Q3 2023 in Review

LPL Financial sold out of Citizens Holding Co. (CIZN) in Q3 2023, closing a stake of 12,647 shares — an estimated $155K sold.

LPL Financial first reported a position in CIZN in Q1 2023 and held it in 2 quarters. The position peaked at $164K in Q1 2023. 21 funds tracked by Wall St. Rank hold CIZN as of Q3 2023.

  • LPL Financial reported no remaining Citizens Holding Co. position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 12,647 Citizens Holding Co. shares in Q3 2023, an estimated $155K.
  • LPL Financial first reported a position in Citizens Holding Co. in Q1 2023 and held it in 2 quarters.
  • LPL Financial's Citizens Holding Co. position peaked at $164K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.