CWM
CTXS

Castle Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Castle Wealth 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
-40
Closed -$4K – 724
2022
Q3 		$4K Hold
40
– – ﹤0.01% 528
2022
Q2 		$4K Buy
+40
New +$3.98K ﹤0.01% 524

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

Castle Wealth Management's CTXS Position: Q4 2022 in Review

Castle Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in CTXS in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Castle Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 40 Citrix Systems Inc shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in Citrix Systems Inc in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Citrix Systems Inc position peaked at $4K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.