AWM
CTXS

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

AllSquare 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
-40
Closed -$4K – 541
2022
Q3 		$4K Hold
40
– – ﹤0.01% 434
2022
Q2 		$4K Hold
40
– – ﹤0.01% 440
2022
Q1 		$4K Hold
40
– – ﹤0.01% 441
2021
Q4 		$4K Hold
40
– – ﹤0.01% 442
2021
Q3 		$4K Hold
40
– – ﹤0.01% 430
2021
Q2 		$5K Hold
40
– – ﹤0.01% 431
2021
Q1 		$6K Hold
40
– – ﹤0.01% 414
2020
Q4 		$5K Hold
40
– – ﹤0.01% 391
2020
Q3 		$6K Sell
40
-40
-50% -$5.71K ﹤0.01% 378
2020
Q2 		$12K Sell
80
-43
-35% -$6.19K 0.01% 320
2020
Q1 		$17K Buy
123
+83
+208% +$9.9K 0.01% 257
2019
Q4 		$4K Hold
40
– – ﹤0.01% 394
2019
Q3 		$4K Hold
40
– – ﹤0.01% 392
2019
Q2 		$4K Hold
40
– – ﹤0.01% 407
2019
Q1 		$4K Hold
40
– – ﹤0.01% 412
2018
Q4 		$4K Hold
40
– – ﹤0.01% 396
2018
Q3 		$4K Hold
40
– – ﹤0.01% 426
2018
Q2 		$4K Buy
+40
New +$4.12K ﹤0.01% 425

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

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

AllSquare Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in CTXS in Q2 2018 and held it in 18 quarters. The position peaked at $17K in Q1 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • AllSquare Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • AllSquare Wealth Management sold 40 Citrix Systems Inc shares in Q4 2022, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Citrix Systems Inc in Q2 2018 and held it in 18 quarters.
  • AllSquare Wealth Management's Citrix Systems Inc position peaked at $17K in Q1 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.