Prelude Capital Management’s Citizens Community Bancorp CZWI Stock Holding History

Prelude Capital 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
2023 Q1	–	Sell	-37,613	Closed	-$452K	–	1238
2022 Q4	$452K	Sell	37,613 -13,000	-26%	-$167K	0.02%	610
2022 Q3	$616K	Sell	50,613 -18,174	-26%	-$235K	0.02%	570
2022 Q2	$951K	Sell	68,787 -16,963	-20%	-$227K	0.03%	548
2022 Q1	$1.3M	Buy	85,750 +25,907	+43%	+$389K	0.04%	492
2021 Q4	$824K	Buy	59,843 +30,950	+107%	+$426K	0.02%	711
2021 Q3	$397K	Buy	+28,893	New	+$398K	0.01%	1015

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 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

Prelude Capital Management's CZWI Position: Q1 2023 in Review

Prelude Capital Management sold out of Citizens Community Bancorp (CZWI) in Q1 2023, closing a stake of 37,613 shares — an estimated $452K sold.

Prelude Capital Management first reported a position in CZWI in Q3 2021 and held it in 6 quarters. The position peaked at $1.3M in Q1 2022. 39 funds tracked by Wall St. Rank hold CZWI as of Q1 2023.

Prelude Capital Management reported no remaining Citizens Community Bancorp position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 37,613 Citizens Community Bancorp shares in Q1 2023, an estimated $452K.
Prelude Capital Management first reported a position in Citizens Community Bancorp in Q3 2021 and held it in 6 quarters.
Prelude Capital Management's Citizens Community Bancorp position peaked at $1.3M in Q1 2022.
39 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.