Morgan Stanley
CIZN

Morgan Stanley’s Citizens Holding Co. CIZN Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-20
Closed -$274 – 8033
2022
Q4 		$274 Sell
20
-991
-98% -$14K ﹤0.01% 7616
2022
Q3 		$15K Buy
1,011
+642
+174% +$11K ﹤0.01% 6939
2022
Q2 		$7K Buy
369
+124
+51% +$2.28K ﹤0.01% 7344
2022
Q1 		$5K Buy
245
+149
+155% +$2.73K ﹤0.01% 7617
2021
Q4 		$1K Sell
96
-115
-55% -$2.11K ﹤0.01% 7947
2021
Q3 		$4K Sell
211
-394
-65% -$7.07K ﹤0.01% 7586
2021
Q2 		$11K Buy
605
+552
+1,042% +$10.6K ﹤0.01% 7219
2021
Q1 		$1K Sell
53
-3,428
-98% -$70.2K ﹤0.01% 7469
2020
Q4 		$73K Buy
3,481
+3,025
+663% +$64.1K ﹤0.01% 6034
2020
Q3 		$10K Sell
456
-992
-69% -$21.5K ﹤0.01% 6286
2020
Q2 		$36K Buy
+1,448
New +$32.4K ﹤0.01% 5803
2019
Q4 		– Sell
-150
Closed -$3K – 6993
2019
Q3 		$3K Hold
150
– – ﹤0.01% 6455
2019
Q2 		$3K Buy
150
+149
+14,900% +$3.2K ﹤0.01% 6441
2019
Q1 		$0 Hold
1
– – ﹤0.01% 6932
2018
Q4 		$0 Hold
1
– – ﹤0.01% 6978
2018
Q3 		$0 Hold
1
– – ﹤0.01% 7014
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6964
2018
Q1 		$0 Sell
1
-9
-90% -$198 ﹤0.01% 6902
2017
Q4 		$0 Buy
+10
New +$237 ﹤0.01% 6884
2016
Q2 		– Sell
-7
Closed – – 6978
2016
Q1 		$0 Sell
7
-1
-13% -$23 ﹤0.01% 7032
2015
Q4 		$0 Buy
+8
New +$171 ﹤0.01% 7096
2015
Q3 		– Sell
-8
Closed – – 7044
2015
Q2 		$0 Hold
8
– – ﹤0.01% 7014
2015
Q1 		$0 Hold
8
– – ﹤0.01% 6957
2014
Q4 		$0 Hold
8
– – ﹤0.01% 6989
2014
Q3 		$0 Hold
8
– – ﹤0.01% 6929
2014
Q2 		$0 Hold
8
– – ﹤0.01% 6856
2014
Q1 		$0 Buy
+8
New +$148 ﹤0.01% 6786

Other funds holding CIZN

MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley's CIZN Position: Q1 2023 in Review

Morgan Stanley sold out of Citizens Holding Co. (CIZN) in Q1 2023, closing a stake of 20 shares — an estimated $274 sold.

Morgan Stanley first reported a position in CIZN in Q1 2014 and held it in 27 quarters. The position peaked at $73K in Q4 2020. 23 funds tracked by Wall St. Rank hold CIZN as of Q1 2023.

  • Morgan Stanley reported no remaining Citizens Holding Co. position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 20 Citizens Holding Co. shares in Q1 2023, an estimated $274.
  • Morgan Stanley first reported a position in Citizens Holding Co. in Q1 2014 and held it in 27 quarters.
  • Morgan Stanley's Citizens Holding Co. position peaked at $73K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.