AWM
CTXS

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

Avior 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
-7
Closed – – 1354
2022
Q3 		$0 Buy
+7
New +$717 ﹤0.01% 1340
2022
Q2 		– Sell
-11
Closed -$1K – 1269
2022
Q1 		$1K Hold
11
– – ﹤0.01% 1079
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1072
2021
Q3 		$1K Buy
11
+2
+22% +$216 ﹤0.01% 1042
2021
Q2 		$1K Sell
9
-138
-94% -$17.2K ﹤0.01% 1014
2021
Q1 		$20K Hold
147
– – ﹤0.01% 652
2020
Q4 		$19K Hold
147
– – ﹤0.01% 628
2020
Q3 		$20K Buy
147
+140
+2,000% +$20K ﹤0.01% 597
2020
Q2 		$1K Hold
7
– – ﹤0.01% 878
2020
Q1 		$0 Hold
7
– – ﹤0.01% 920
2019
Q4 		$0 Hold
7
– – ﹤0.01% 893
2019
Q3 		$0 Hold
7
– – ﹤0.01% 894
2019
Q2 		$1K Buy
+7
New +$687 ﹤0.01% 827

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Avior Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 7 shares.

Avior Wealth Management first reported a position in CTXS in Q2 2019 and held it in 13 quarters. The position peaked at $20K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Avior Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 7 Citrix Systems Inc shares in Q4 2022.
  • Avior Wealth Management first reported a position in Citrix Systems Inc in Q2 2019 and held it in 13 quarters.
  • Avior Wealth Management's Citrix Systems Inc position peaked at $20K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

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