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Prospera Financial Services’s Citizens Community Bancorp CZWI Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-400
Closed -$6K – 1005
2022
Q2 		$6K Hold
400
– – ﹤0.01% 1431
2022
Q1 		$6K Buy
+400
New +$6.01K ﹤0.01% 2200

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
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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Prospera Financial Services's CZWI Position: Q3 2022 in Review

Prospera Financial Services sold out of Citizens Community Bancorp (CZWI) in Q3 2022, closing a stake of 400 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in CZWI in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 41 funds tracked by Wall St. Rank hold CZWI as of Q3 2022.

  • Prospera Financial Services reported no remaining Citizens Community Bancorp position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 400 Citizens Community Bancorp shares in Q3 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in Citizens Community Bancorp in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Citizens Community Bancorp position peaked at $6K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.