SPIA
PWOD

Steward Partners Investment Advisory’s Penns Woods Bancorp PWOD Stock Holding History

Steward Partners Investment Advisory’s Portfolio PWOD Stock Details PWOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$2K – 3292
2021
Q3 		$2K Sell
100
-800
-89% -$19K ﹤0.01% 3005
2021
Q2 		$21K Buy
+900
New +$22K ﹤0.01% 5024

Other funds holding PWOD

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return

Steward Partners Investment Advisory's PWOD Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Penns Woods Bancorp (PWOD) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in PWOD in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 35 funds tracked by Wall St. Rank hold PWOD as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Penns Woods Bancorp position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Penns Woods Bancorp shares in Q4 2021, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Penns Woods Bancorp in Q2 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Penns Woods Bancorp position peaked at $21K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Penns Woods Bancorp as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.