AFAS
CTXS

Acorn Financial Advisory Services’s Citrix Systems Inc CTXS Stock Holding History

Acorn Financial Advisory Services’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
-2,495
Closed -$259K – 227
2022
Q3 		$259K Sell
2,495
-164
-6% -$16.8K 0.06% 176
2022
Q2 		$258K Hold
2,659
– – 0.06% 177
2022
Q1 		$268K Sell
2,659
-43
-2% -$4.34K 0.05% 194
2021
Q4 		$256K Sell
2,702
-84
-3% -$7.67K 0.05% 191
2021
Q3 		$299K Sell
2,786
-9
-0.3% -$972 0.09% 175
2021
Q2 		$328K Buy
2,795
+9
+0.3% +$1.12K 0.1% 186
2021
Q1 		$391K Buy
2,786
+59
+2% +$7.91K 0.14% 143
2020
Q4 		$355K Sell
2,727
-61
-2% -$7.76K 0.14% 157
2020
Q3 		$384K Buy
2,788
+7
+0.3% +$1K 0.2% 129
2020
Q2 		$411K Sell
2,781
-23
-0.8% -$3.31K 0.29% 117
2020
Q1 		$397K Sell
2,804
-26
-0.9% -$3.1K 0.39% 96
2019
Q4 		$314K Buy
+2,830
New +$305K 0.26% 126

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

Acorn Financial Advisory Services's CTXS Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,495 shares — an estimated $259K sold.

Acorn Financial Advisory Services first reported a position in CTXS in Q4 2019 and held it in 12 quarters. The position peaked at $411K in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Acorn Financial Advisory Services reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,495 Citrix Systems Inc shares in Q4 2022, an estimated $259K.
  • Acorn Financial Advisory Services first reported a position in Citrix Systems Inc in Q4 2019 and held it in 12 quarters.
  • Acorn Financial Advisory Services's Citrix Systems Inc position peaked at $411K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.