Cerity Partners
CTXS

Cerity Partners’s Citrix Systems Inc CTXS Stock Holding History

Cerity Partners’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
-8,778
Closed -$912K – 1547
2022
Q3 		$912K Buy
8,778
+278
+3% +$28.5K 0.01% 540
2022
Q2 		$825K Buy
8,500
+5,132
+152% +$511K 0.01% 600
2022
Q1 		$338K Sell
3,368
-1,323
-28% -$134K 0.01% 696
2021
Q4 		$445K Buy
+4,691
New +$428K 0.01% 626
2020
Q3 		– Sell
-1,896
Closed -$281K – 540
2020
Q2 		$281K Sell
1,896
-663
-26% -$95.4K 0.02% 362
2020
Q1 		$363K Sell
2,559
-291
-10% -$34.7K 0.02% 317
2019
Q4 		$316K Sell
2,850
-180
-6% -$19.4K 0.02% 426
2019
Q3 		$292K Sell
3,030
-182
-6% -$17.4K 0.02% 395
2019
Q2 		$315K Sell
3,212
-714
-18% -$70K 0.02% 389
2019
Q1 		$391K Sell
3,926
-620
-14% -$64.3K 0.03% 370
2018
Q4 		$466K Buy
4,546
+137
+3% +$14.5K 0.03% 327
2018
Q3 		$490K Sell
4,409
-59
-1% -$6.53K 0.03% 335
2018
Q2 		$468K Buy
+4,468
New +$460K 0.03% 341

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

Cerity Partners's CTXS Position: Q4 2022 in Review

Cerity Partners sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 8,778 shares — an estimated $912K sold.

Cerity Partners first reported a position in CTXS in Q2 2018 and held it in 13 quarters. The position peaked at $912K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Cerity Partners reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners sold 8,778 Citrix Systems Inc shares in Q4 2022, an estimated $912K.
  • Cerity Partners first reported a position in Citrix Systems Inc in Q2 2018 and held it in 13 quarters.
  • Cerity Partners's Citrix Systems Inc position peaked at $912K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.