LPL Financial
CZWI icon

LPL Financial’s Citizens Community Bancorp CZWI Stock Holding History

LPL Financial’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,106
Closed -$110K – 4097
2020
Q4 		$110K Buy
+10,106
New +$88.2K ﹤0.01% 3665

Other funds holding CZWI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LPL Financial's CZWI Position: Q1 2021 in Review

LPL Financial sold out of Citizens Community Bancorp (CZWI) in Q1 2021, closing a stake of 10,106 shares — an estimated $110K sold.

LPL Financial first reported a position in CZWI in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 36 funds tracked by Wall St. Rank hold CZWI as of Q1 2021.

  • LPL Financial reported no remaining Citizens Community Bancorp position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 10,106 Citizens Community Bancorp shares in Q1 2021, an estimated $110K.
  • LPL Financial first reported a position in Citizens Community Bancorp in Q4 2020 and held it in 1 quarter.
  • LPL Financial's Citizens Community Bancorp position peaked at $110K in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.