BAM
CTXS

Belpointe Asset Management’s Citrix Systems Inc CTXS Stock Holding History

Belpointe Asset 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
-1,205
Closed -$126K – 3686
2022
Q3 		$126K Buy
1,205
+17
+1% +$1.74K 0.01% 1042
2022
Q2 		$116K Sell
1,188
-47
-4% -$4.68K 0.01% 1053
2022
Q1 		$125K Buy
+1,235
New +$125K 0.01% 1118
2021
Q3 		– Sell
-899
Closed -$106K – 1260
2021
Q2 		$106K Buy
899
+75
+9% +$9.34K 0.01% 1108
2021
Q1 		$115K Sell
824
-18
-2% -$2.41K 0.01% 947
2020
Q4 		$109K Sell
842
-15
-2% -$1.91K 0.01% 924
2020
Q3 		$118K Buy
857
+22
+3% +$3.14K 0.01% 716
2020
Q2 		$124K Buy
+835
New +$120K 0.02% 658
2020
Q1 		– Sell
-933
Closed -$103K – 823
2019
Q4 		$103K Buy
+933
New +$100K 0.01% 771

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

Belpointe Asset Management's CTXS Position: Q4 2022 in Review

Belpointe Asset Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 1,205 shares — an estimated $126K sold.

Belpointe Asset Management first reported a position in CTXS in Q4 2019 and held it in 9 quarters. The position peaked at $126K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Belpointe Asset Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Belpointe Asset Management sold 1,205 Citrix Systems Inc shares in Q4 2022, an estimated $126K.
  • Belpointe Asset Management first reported a position in Citrix Systems Inc in Q4 2019 and held it in 9 quarters.
  • Belpointe Asset Management's Citrix Systems Inc position peaked at $126K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Belpointe Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.