AWM
CTXS

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

AE 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
-43,397
Closed -$4.51M – 1949
2022
Q3 		$4.51M Buy
43,397
+37,278
+609% +$3.82M 0.04% 451
2022
Q2 		$595K Buy
6,119
+392
+7% +$39K ﹤0.01% 1109
2022
Q1 		$578K Buy
5,727
+670
+13% +$67.7K ﹤0.01% 1166
2021
Q4 		$478K Buy
5,057
+1,045
+26% +$95.4K ﹤0.01% 1265
2021
Q3 		$431K Sell
4,012
-4,340
-52% -$469K ﹤0.01% 1222
2021
Q2 		$979K Buy
8,352
+5,751
+221% +$716K 0.01% 853
2021
Q1 		$365K Buy
2,601
+275
+12% +$36.9K ﹤0.01% 1183
2020
Q4 		$303K Sell
2,326
-261
-10% -$33.2K ﹤0.01% 1145
2020
Q3 		$356K Buy
2,587
+501
+24% +$71.6K 0.01% 981
2020
Q2 		$309K Buy
+2,086
New +$300K ﹤0.01% 1009

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

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

AE Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 43,397 shares — an estimated $4.51M sold.

AE Wealth Management first reported a position in CTXS in Q2 2020 and held it in 10 quarters. The position peaked at $4.51M in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • AE Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 43,397 Citrix Systems Inc shares in Q4 2022, an estimated $4.51M.
  • AE Wealth Management first reported a position in Citrix Systems Inc in Q2 2020 and held it in 10 quarters.
  • AE Wealth Management's Citrix Systems Inc position peaked at $4.51M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.