WI
CIZN

WBI Investments’s Citizens Holding Co. CIZN Stock Holding History

WBI Investments’s Portfolio CIZN Stock Details CIZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-18,066
Closed -$333K – 245
2021
Q2 		$333K Buy
+18,066
New +$346K 0.05% 159

Other funds holding CIZN

MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
PFMU
Privium Fund Management (UK) London, United Kingdom $197M AUM 0.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WBI Investments's CIZN Position: Q3 2021 in Review

WBI Investments sold out of Citizens Holding Co. (CIZN) in Q3 2021, closing a stake of 18,066 shares — an estimated $333K sold.

WBI Investments first reported a position in CIZN in Q2 2021 and held it in 1 quarter. The position peaked at $333K in Q2 2021. 26 funds tracked by Wall St. Rank hold CIZN as of Q3 2021.

  • WBI Investments reported no remaining Citizens Holding Co. position as of Q3 2021 after selling out during the quarter.
  • WBI Investments sold 18,066 Citizens Holding Co. shares in Q3 2021, an estimated $333K.
  • WBI Investments first reported a position in Citizens Holding Co. in Q2 2021 and held it in 1 quarter.
  • WBI Investments's Citizens Holding Co. position peaked at $333K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q3 2021.

Based on WBI Investments's 13F filing for Q3 2021, filed 9 Nov 2021.