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Petiole USA’s Citizens Community Bancorp CZWI Stock Holding History

Petiole USA’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
2022
Q4 		– Sell
-183,495
Closed -$2.23M – 40
2022
Q3 		$2.23M Hold
183,495
– – 1.66% 30
2022
Q2 		$2.54M Hold
183,495
– – 2.22% 21
2022
Q1 		$2.77M Sell
183,495
-275,802
-60% -$4.15M 2.15% 23
2021
Q4 		$6.33M Buy
+459,297
New +$6.32M 4.54% 5

Other funds holding CZWI

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Petiole USA's CZWI Position: Q4 2022 in Review

Petiole USA sold out of Citizens Community Bancorp (CZWI) in Q4 2022, closing a stake of 183,495 shares — an estimated $2.23M sold.

Petiole USA first reported a position in CZWI in Q4 2021 and held it in 4 quarters. The position peaked at $6.33M in Q4 2021. 45 funds tracked by Wall St. Rank hold CZWI as of Q4 2022.

  • Petiole USA reported no remaining Citizens Community Bancorp position as of Q4 2022 after selling out during the quarter.
  • Petiole USA sold 183,495 Citizens Community Bancorp shares in Q4 2022, an estimated $2.23M.
  • Petiole USA first reported a position in Citizens Community Bancorp in Q4 2021 and held it in 4 quarters.
  • Petiole USA's Citizens Community Bancorp position peaked at $6.33M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q4 2022.

Based on Petiole USA's 13F filing for Q4 2022, filed 13 Feb 2023.