BWM
CTXS

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

Baystate 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
-214
Closed -$22K – 1005
2022
Q3 		$22K Hold
214
– – ﹤0.01% 420
2022
Q2 		$21K Hold
214
– – ﹤0.01% 449
2022
Q1 		$22K Hold
214
– – ﹤0.01% 444
2021
Q4 		$20K Buy
214
+1
+0.5% +$91 ﹤0.01% 475
2021
Q3 		$23K Hold
213
– – ﹤0.01% 402
2021
Q2 		$25K Buy
213
+1
+0.5% +$125 ﹤0.01% 365
2021
Q1 		$30K Buy
212
+1
+0.5% +$134 ﹤0.01% 319
2020
Q4 		$28K Hold
211
– – ﹤0.01% 313
2020
Q3 		$29K Buy
211
+1
+0.5% +$143 ﹤0.01% 280
2020
Q2 		$31K Buy
210
+200
+2,000% +$28.8K ﹤0.01% 267
2020
Q1 		$1K Hold
10
– – ﹤0.01% 585
2019
Q4 		$1K Hold
10
– – ﹤0.01% 609
2019
Q3 		$1K Hold
10
– – ﹤0.01% 561
2019
Q2 		$1K Hold
10
– – ﹤0.01% 628
2019
Q1 		$1K Hold
10
– – ﹤0.01% 642
2018
Q4 		$1K Hold
10
– – ﹤0.01% 656
2018
Q3 		$1K Hold
10
– – ﹤0.01% 663
2018
Q2 		$1K Hold
10
– – ﹤0.01% 674
2018
Q1 		$1K Hold
10
– – ﹤0.01% 648
2017
Q4 		$1K Hold
10
– – ﹤0.01% 638
2017
Q3 		$1K Hold
10
– – ﹤0.01% 616
2017
Q2 		$1K Hold
10
– – ﹤0.01% 650
2017
Q1 		$1K Sell
10
-139
-93% -$10.8K ﹤0.01% 614
2016
Q4 		$11K Buy
+149
New +$10.3K ﹤0.01% 295

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

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

Baystate Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 214 shares — an estimated $22K sold.

Baystate Wealth Management first reported a position in CTXS in Q4 2016 and held it in 24 quarters. The position peaked at $31K in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Baystate Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 214 Citrix Systems Inc shares in Q4 2022, an estimated $22K.
  • Baystate Wealth Management first reported a position in Citrix Systems Inc in Q4 2016 and held it in 24 quarters.
  • Baystate Wealth Management's Citrix Systems Inc position peaked at $31K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.