BRWA
CTXS

B. Riley Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

B. Riley Wealth Advisors’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
-3,037
Closed -$316K – 1635
2022
Q3 		$316K Buy
3,037
+221
+8% +$22.6K 0.01% 974
2022
Q2 		$274K Sell
2,816
-468
-14% -$46.6K 0.01% 918
2022
Q1 		$332K Buy
3,284
+102
+3% +$10.3K 0.01% 963
2021
Q4 		$301K Sell
3,182
-2,693
-46% -$246K 0.01% 1075
2021
Q3 		$646K Sell
5,875
-2,896
-33% -$313K 0.02% 674
2021
Q2 		$1.1M Sell
8,771
-7,140
-45% -$889K 0.04% 486
2021
Q1 		$2.21M Buy
15,911
+3,430
+27% +$460K 0.08% 290
2020
Q4 		$1.63M Buy
12,481
+2,016
+19% +$256K 0.09% 231
2020
Q3 		$1.45M Buy
10,465
+6,066
+138% +$867K 0.08% 252
2020
Q2 		$651K Buy
4,399
+41
+0.9% +$5.9K 0.04% 372
2020
Q1 		$617K Buy
4,358
+421
+11% +$50.2K 0.05% 337
2019
Q4 		$437K Buy
3,937
+1,000
+34% +$108K 0.04% 479
2019
Q3 		$284K Buy
2,937
+623
+27% +$59.6K 0.03% 604
2019
Q2 		$228K Buy
+2,314
New +$227K 0.03% 671
2015
Q1 		– Sell
-686
Closed -$35 – 2156
2014
Q4 		$35 Buy
+686
New +$35.5K ﹤0.01% 2279
2014
Q3 		– Sell
-57
Closed -$2.8K – 2030
2014
Q2 		$2.8K Buy
+57
New +$2.74K ﹤0.01% 2175

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

B. Riley Wealth Advisors's CTXS Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,037 shares — an estimated $316K sold.

B. Riley Wealth Advisors first reported a position in CTXS in Q2 2014 and held it in 16 quarters. The position peaked at $2.21M in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,037 Citrix Systems Inc shares in Q4 2022, an estimated $316K.
  • B. Riley Wealth Advisors first reported a position in Citrix Systems Inc in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Citrix Systems Inc position peaked at $2.21M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.