Northwestern Mutual Wealth Management’s Citizens Financial Services CZFS Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	–	Sell	-595	Closed	-$37.7K	–	3612
2023 Q4	$37.7K	Hold	595	–	–	﹤0.01%	2169
2023 Q3	$27.9K	Hold	595	–	–	﹤0.01%	2197
2023 Q2	$43.4K	Sell	595 -1	-0.2%	-$81	﹤0.01%	2034
2023 Q1	$48.3K	Hold	596	–	–	﹤0.01%	1956
2022 Q4	$44.3K	Hold	596	–	–	﹤0.01%	1955
2022 Q3	$41K	Sell	596 -113	-16%	-$8.21K	﹤0.01%	1969
2022 Q2	$48K	Buy	+709	New	+$47.1K	﹤0.01%	1927

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

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Northwestern Mutual Wealth Management's CZFS Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Citizens Financial Services (CZFS) in Q1 2024, closing a stake of 595 shares — an estimated $37.7K sold.

Northwestern Mutual Wealth Management first reported a position in CZFS in Q2 2022 and held it in 7 quarters. The position peaked at $48.3K in Q1 2023. 50 funds tracked by Wall St. Rank hold CZFS as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining Citizens Financial Services position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 595 Citizens Financial Services shares in Q1 2024, an estimated $37.7K.
Northwestern Mutual Wealth Management first reported a position in Citizens Financial Services in Q2 2022 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Citizens Financial Services position peaked at $48.3K in Q1 2023.
50 funds tracked by Wall St. Rank held Citizens Financial Services as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.