BPA
CTXS

Beacon Pointe Advisors’s Citrix Systems Inc CTXS Stock Holding History

Beacon Pointe 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
-8,144
Closed -$845K – 1121
2022
Q3 		$845K Buy
8,144
+5,731
+238% +$587K 0.02% 501
2022
Q2 		$233K Sell
2,413
-1,131
-32% -$113K ﹤0.01% 922
2022
Q1 		$358K Buy
3,544
+1,395
+65% +$141K ﹤0.01% 919
2021
Q4 		$203K Sell
2,149
-398
-16% -$36.4K 0.01% 873
2021
Q3 		$273K Sell
2,547
-191
-7% -$20.6K 0.01% 745
2021
Q2 		$321K Buy
+2,738
New +$341K 0.01% 642

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 $18.1B AUM 24.69% 1-Year Est. Return

Beacon Pointe Advisors's CTXS Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 8,144 shares — an estimated $845K sold.

Beacon Pointe Advisors first reported a position in CTXS in Q2 2021 and held it in 6 quarters. The position peaked at $845K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,144 Citrix Systems Inc shares in Q4 2022, an estimated $845K.
  • Beacon Pointe Advisors first reported a position in Citrix Systems Inc in Q2 2021 and held it in 6 quarters.
  • Beacon Pointe Advisors's Citrix Systems Inc position peaked at $845K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.