AWM
CTXS

Abound Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Abound Wealth Management’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13
Closed -$1.35K – 799
2022
Q3 		$1.35K Buy
+13
New +$1.33K ﹤0.01% 555

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abound Wealth Management's CTXS Position: Q4 2022 in Review

Abound Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 13 shares — an estimated $1.35K sold.

Abound Wealth Management first reported a position in CTXS in Q3 2022 and held it in 1 quarter. The position peaked at $1.35K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Abound Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 13 Citrix Systems Inc shares in Q4 2022, an estimated $1.35K.
  • Abound Wealth Management first reported a position in Citrix Systems Inc in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's Citrix Systems Inc position peaked at $1.35K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.