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Sound Income Strategies’s Citizens Community Bancorp CZWI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-2,194
Closed -$27.2K – 910
2021
Q1 		$27.2K Hold
2,194
– – ﹤0.01% 314
2020
Q4 		$24K Hold
2,194
– – 0.01% 292
2020
Q3 		$15K Hold
2,194
– – ﹤0.01% 336
2020
Q2 		$15K Hold
2,194
– – ﹤0.01% 316
2020
Q1 		$14K Hold
2,194
– – ﹤0.01% 299
2019
Q4 		$27K Hold
2,194
– – 0.01% 197
2019
Q3 		$24K Buy
+2,194
New +$24K 0.01% 197

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Sound Income Strategies's CZWI Position: Q2 2021 in Review

Sound Income Strategies sold out of Citizens Community Bancorp (CZWI) in Q2 2021, closing a stake of 2,194 shares — an estimated $27.2K sold.

Sound Income Strategies first reported a position in CZWI in Q3 2019 and held it in 7 quarters. The position peaked at $27.2K in Q1 2021. 35 funds tracked by Wall St. Rank hold CZWI as of Q2 2021.

  • Sound Income Strategies reported no remaining Citizens Community Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 2,194 Citizens Community Bancorp shares in Q2 2021, an estimated $27.2K.
  • Sound Income Strategies first reported a position in Citizens Community Bancorp in Q3 2019 and held it in 7 quarters.
  • Sound Income Strategies's Citizens Community Bancorp position peaked at $27.2K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.