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Planning Directions’s Citizens & Northern Corp CZNC Stock Holding History

Planning Directions’s Portfolio CZNC Stock Details CZNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,828
Closed -$217K – 64
2020
Q1 		$217K Buy
+10,828
New +$263K 0.3% 58

Other funds holding CZNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Planning Directions's CZNC Position: Q2 2020 in Review

Planning Directions sold out of Citizens & Northern Corp (CZNC) in Q2 2020, closing a stake of 10,828 shares — an estimated $217K sold.

Planning Directions first reported a position in CZNC in Q1 2020 and held it in 1 quarter. The position peaked at $217K in Q1 2020. 52 funds tracked by Wall St. Rank hold CZNC as of Q2 2020.

  • Planning Directions reported no remaining Citizens & Northern Corp position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 10,828 Citizens & Northern Corp shares in Q2 2020, an estimated $217K.
  • Planning Directions first reported a position in Citizens & Northern Corp in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Citizens & Northern Corp position peaked at $217K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held Citizens & Northern Corp as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.