BCWM
CTXS

Bartlett & Co Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Bartlett & Co 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
-600
Closed -$62.3K – 1214
2022
Q3 		$62.3K Hold
600
– – ﹤0.01% 531
2022
Q2 		$58.3K Hold
600
– – ﹤0.01% 545
2022
Q1 		$60.5K Buy
+600
New +$60.6K ﹤0.01% 558
2021
Q4 		– Sell
-600
Closed -$64.4K – 939
2021
Q3 		$64.4K Hold
600
– – ﹤0.01% 472
2021
Q2 		$70.4K Hold
600
– – ﹤0.01% 457
2021
Q1 		$84.2K Hold
600
– – ﹤0.01% 452
2020
Q4 		$78.1K Hold
600
– – ﹤0.01% 460
2020
Q3 		$82.6K Buy
600
+100
+20% +$14.3K ﹤0.01% 408
2020
Q2 		$74K Hold
500
– – ﹤0.01% 429
2020
Q1 		$70.8K Hold
500
– – ﹤0.01% 407
2019
Q4 		$55.5K Hold
500
– – ﹤0.01% 512
2019
Q3 		$48.3K Sell
500
-34
-6% -$3.25K ﹤0.01% 540
2019
Q2 		$52.4K Buy
534
+34
+7% +$3.33K ﹤0.01% 425
2019
Q1 		$49.8K Hold
500
– – ﹤0.01% 421
2018
Q4 		$51.2K Hold
500
– – ﹤0.01% 412
2018
Q3 		$55.6K Hold
500
– – ﹤0.01% 422
2018
Q2 		$52.4K Sell
500
-31
-6% -$3.19K ﹤0.01% 420
2018
Q1 		$49.3K Buy
+531
New +$48.8K ﹤0.01% 426

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bartlett & Co Wealth Management's CTXS Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 600 shares — an estimated $62.3K sold.

Bartlett & Co Wealth Management first reported a position in CTXS in Q1 2018 and held it in 18 quarters. The position peaked at $84.2K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 600 Citrix Systems Inc shares in Q4 2022, an estimated $62.3K.
  • Bartlett & Co Wealth Management first reported a position in Citrix Systems Inc in Q1 2018 and held it in 18 quarters.
  • Bartlett & Co Wealth Management's Citrix Systems Inc position peaked at $84.2K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.