BIA
CTXS

Bell Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Bell Investment 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
-56
Closed -$6K – 2079
2022
Q3 		$6K Buy
56
+15
+37% +$1.54K ﹤0.01% 638
2022
Q2 		$4K Buy
+41
New +$4.08K ﹤0.01% 881
2021
Q4 		$4K Hold
41
– – ﹤0.01% 925
2021
Q3 		$4K Buy
+41
New +$4.43K ﹤0.01% 857

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

Bell Investment Advisors's CTXS Position: Q4 2022 in Review

Bell Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 56 shares — an estimated $6K sold.

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

  • Bell Investment Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 56 Citrix Systems Inc shares in Q4 2022, an estimated $6K.
  • Bell Investment Advisors first reported a position in Citrix Systems Inc in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Citrix Systems Inc position peaked at $6K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.