Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Citizens Community Bancorp CZWI Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-1,108
Closed -$15K – 3052
2021
Q2 		$15K Hold
1,108
– – ﹤0.01% 2299
2021
Q1 		$14K Hold
1,108
– – ﹤0.01% 2178
2020
Q4 		$12K Hold
1,108
– – ﹤0.01% 2132
2020
Q3 		$8K Hold
1,108
– – ﹤0.01% 2041
2020
Q2 		$8K Sell
1,108
-1,108
-50% -$7.75K ﹤0.01% 1968
2020
Q1 		$14K Buy
+2,216
New +$23.7K ﹤0.01% 1802

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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Northwestern Mutual Wealth Management's CZWI Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Citizens Community Bancorp (CZWI) in Q3 2021, closing a stake of 1,108 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in CZWI in Q1 2020 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 36 funds tracked by Wall St. Rank hold CZWI as of Q3 2021.

  • Northwestern Mutual Wealth Management reported no remaining Citizens Community Bancorp position as of Q3 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,108 Citizens Community Bancorp shares in Q3 2021, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in Citizens Community Bancorp in Q1 2020 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Citizens Community Bancorp position peaked at $15K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.