Carolinas Wealth Consulting’s Citrix Systems Inc CTXS Stock Holding History

Carolinas Wealth Consulting’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	-4	Closed	–	–	1113
2022 Q3	$0	Hold	4	–	–	﹤0.01%	960
2022 Q2	$0	Hold	4	–	–	﹤0.01%	971
2022 Q1	$0	Sell	4 -142	-97%	-$14.3K	﹤0.01%	1037
2021 Q4	$14K	Sell	146 -39	-21%	-$3.56K	﹤0.01%	573
2021 Q3	$20K	Sell	185 -10	-5%	-$1.08K	﹤0.01%	474
2021 Q2	$23K	Buy	195 +1	+0.5%	+$125	0.01%	484
2021 Q1	$27K	Hold	194	–	–	0.01%	461
2020 Q4	$25K	Buy	194 +130	+203%	+$16.5K	0.01%	445
2020 Q3	$9K	Buy	64 +59	+1,180%	+$8.43K	﹤0.01%	506
2020 Q2	$1K	Buy	+5	New	+$719	﹤0.01%	638

Other funds holding CTXS

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

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

Carolinas Wealth Consulting's CTXS Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 4 shares.

Carolinas Wealth Consulting first reported a position in CTXS in Q2 2020 and held it in 10 quarters. The position peaked at $27K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 4 Citrix Systems Inc shares in Q4 2022.
Carolinas Wealth Consulting first reported a position in Citrix Systems Inc in Q2 2020 and held it in 10 quarters.
Carolinas Wealth Consulting's Citrix Systems Inc position peaked at $27K in Q1 2021.
4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.