AF
CTXS

Allworth Financial’s Citrix Systems Inc CTXS Stock Holding History

Allworth Financial’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
-492
Closed -$51K – 3292
2022
Q3 		$51K Buy
492
+147
+43% +$15.1K ﹤0.01% 957
2022
Q2 		$34K Buy
345
+6
+2% +$597 ﹤0.01% 1043
2022
Q1 		$34K Buy
339
+82
+32% +$8.29K ﹤0.01% 1037
2021
Q4 		$24K Buy
257
+154
+150% +$14.1K ﹤0.01% 1052
2021
Q3 		$11K Buy
103
+3
+3% +$324 ﹤0.01% 1325
2021
Q2 		$12K Hold
100
– – ﹤0.01% 1005
2021
Q1 		$14K Sell
100
-16
-14% -$2.15K ﹤0.01% 897
2020
Q4 		$15K Buy
116
+16
+16% +$2.04K ﹤0.01% 745
2020
Q3 		$14K Hold
100
– – ﹤0.01% 645
2020
Q2 		$15K Hold
100
– – ﹤0.01% 646
2020
Q1 		$14K Hold
100
– – ﹤0.01% 635
2019
Q4 		$11K Hold
100
– – ﹤0.01% 636
2019
Q3 		$10K Hold
100
– – ﹤0.01% 594
2019
Q2 		$10K Hold
100
– – ﹤0.01% 594
2019
Q1 		$10K Hold
100
– – ﹤0.01% 584
2018
Q4 		$10K Hold
100
– – ﹤0.01% 526
2018
Q3 		$11K Hold
100
– – ﹤0.01% 552
2018
Q2 		$10K Hold
100
– – ﹤0.01% 534
2018
Q1 		$9K Hold
100
– – ﹤0.01% 515
2017
Q4 		$9K Hold
100
– – ﹤0.01% 498
2017
Q3 		$8K Hold
100
– – ﹤0.01% 510
2017
Q2 		$8K Hold
100
– – ﹤0.01% 511
2017
Q1 		$8K Sell
100
-26
-21% -$2.03K ﹤0.01% 483
2016
Q4 		$9K Hold
126
– – ﹤0.01% 413
2016
Q3 		$9K Hold
126
– – ﹤0.01% 431
2016
Q2 		$8K Hold
126
– – ﹤0.01% 419
2016
Q1 		$8K Hold
126
– – ﹤0.01% 407
2015
Q4 		$8K Hold
126
– – ﹤0.01% 406
2015
Q3 		$7K Hold
126
– – ﹤0.01% 424
2015
Q2 		$7K Hold
126
– – ﹤0.01% 415
2015
Q1 		$6K Buy
+126
New +$6.21K ﹤0.01% 434

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 $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's CTXS Position: Q4 2022 in Review

Allworth Financial sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 492 shares — an estimated $51K sold.

Allworth Financial first reported a position in CTXS in Q1 2015 and held it in 31 quarters. The position peaked at $51K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Allworth Financial reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 492 Citrix Systems Inc shares in Q4 2022, an estimated $51K.
  • Allworth Financial first reported a position in Citrix Systems Inc in Q1 2015 and held it in 31 quarters.
  • Allworth Financial's Citrix Systems Inc position peaked at $51K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.