CT
CTXS

Caldwell Trust’s Citrix Systems Inc CTXS Stock Holding History

Caldwell Trust’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
-75
Closed -$7.79K – 751
2022
Q3 		$7.79K Hold
75
– – ﹤0.01% 630
2022
Q2 		$7.29K Hold
75
– – ﹤0.01% 652
2022
Q1 		$7.57K Hold
75
– – ﹤0.01% 661
2021
Q4 		$7.09K Sell
75
-7
-9% -$639 ﹤0.01% 656
2021
Q3 		$8.8K Hold
82
– – ﹤0.01% 643
2021
Q2 		$9.62K Buy
82
+7
+9% +$872 ﹤0.01% 645
2021
Q1 		$10.5K Hold
75
– – ﹤0.01% 626
2020
Q4 		$9.76K Hold
75
– – ﹤0.01% 625
2020
Q3 		$10.3K Hold
75
– – ﹤0.01% 606
2020
Q2 		$11.1K Hold
75
– – ﹤0.01% 625
2020
Q1 		$10.6K Hold
75
– – ﹤0.01% 625
2019
Q4 		$8.32K Buy
+75
New +$8.07K ﹤0.01% 700

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

Caldwell Trust's CTXS Position: Q4 2022 in Review

Caldwell Trust sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 75 shares — an estimated $7.79K sold.

Caldwell Trust first reported a position in CTXS in Q4 2019 and held it in 12 quarters. The position peaked at $11.1K in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Caldwell Trust reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Caldwell Trust sold 75 Citrix Systems Inc shares in Q4 2022, an estimated $7.79K.
  • Caldwell Trust first reported a position in Citrix Systems Inc in Q4 2019 and held it in 12 quarters.
  • Caldwell Trust's Citrix Systems Inc position peaked at $11.1K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.