BC
CTXS

Burney Company’s Citrix Systems Inc CTXS Stock Holding History

Burney Company’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
-3,578
Closed -$372K – 576
2022
Q3 		$372K Sell
3,578
-402
-10% -$41.2K 0.02% 450
2022
Q2 		$387K Buy
3,980
+147
+4% +$14.6K 0.02% 439
2022
Q1 		$387K Buy
3,833
+114
+3% +$11.5K 0.02% 457
2021
Q4 		$352K Sell
3,719
-3,667
-50% -$335K 0.02% 467
2021
Q3 		$793K Sell
7,386
-4,596
-38% -$496K 0.04% 344
2021
Q2 		$1.41M Sell
11,982
-1,558
-12% -$194K 0.07% 279
2021
Q1 		$1.9M Sell
13,540
-1,554
-10% -$208K 0.09% 230
2020
Q4 		$1.96M Buy
15,094
+5,916
+64% +$752K 0.11% 215
2020
Q3 		$1.26M Sell
9,178
-4,146
-31% -$592K 0.08% 248
2020
Q2 		$1.97M Buy
13,324
+4,978
+60% +$716K 0.13% 194
2020
Q1 		$1.18M Buy
8,346
+887
+12% +$106K 0.09% 217
2019
Q4 		$827K Buy
7,459
+363
+5% +$39.1K 0.05% 291
2019
Q3 		$685K Sell
7,096
-978
-12% -$93.6K 0.04% 295
2019
Q2 		$792K Buy
8,074
+256
+3% +$25.1K 0.05% 287
2019
Q1 		$779K Buy
7,818
+288
+4% +$29.9K 0.05% 285
2018
Q4 		$772K Sell
7,530
-312
-4% -$33K 0.05% 268
2018
Q3 		$872K Buy
7,842
+446
+6% +$49.4K 0.05% 270
2018
Q2 		$775K Buy
7,396
+1,032
+16% +$106K 0.05% 275
2018
Q1 		$591K Buy
6,364
+3,645
+134% +$335K 0.04% 282
2017
Q4 		$239K Buy
+2,719
New +$230K 0.01% 386

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

Burney Company's CTXS Position: Q4 2022 in Review

Burney Company sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,578 shares — an estimated $372K sold.

Burney Company first reported a position in CTXS in Q4 2017 and held it in 20 quarters. The position peaked at $1.97M in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Burney Company reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Burney Company sold 3,578 Citrix Systems Inc shares in Q4 2022, an estimated $372K.
  • Burney Company first reported a position in Citrix Systems Inc in Q4 2017 and held it in 20 quarters.
  • Burney Company's Citrix Systems Inc position peaked at $1.97M in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.