CAL
CTXS

Capital Advisors Ltd’s Citrix Systems Inc CTXS Stock Holding History

Capital Advisors Ltd’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
-26
Closed -$3K – 1791
2022
Q3 		$3K Buy
+26
New +$2.66K ﹤0.01% 792
2022
Q2 		– Sell
-8
Closed -$1K – 1456
2022
Q1 		$1K Buy
8
+3
+60% +$303 ﹤0.01% 857
2021
Q4 		$0 Buy
+5
New +$457 ﹤0.01% 980

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

Capital Advisors Ltd's CTXS Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 26 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in CTXS in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 26 Citrix Systems Inc shares in Q4 2022, an estimated $3K.
  • Capital Advisors Ltd first reported a position in Citrix Systems Inc in Q4 2021 and held it in 3 quarters.
  • Capital Advisors Ltd's Citrix Systems Inc position peaked at $3K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.