CA
CTXS

Clearstead Advisors’s Citrix Systems Inc CTXS Stock Holding History

Clearstead Advisors’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
-618
Closed -$64K – 1411
2022
Q3 		$64K Hold
618
– – 0.01% 568
2022
Q2 		$60K Sell
618
-82
-12% -$8.16K ﹤0.01% 587
2022
Q1 		$71K Buy
700
+143
+26% +$14.4K ﹤0.01% 617
2021
Q4 		$53K Buy
557
+344
+162% +$31.4K ﹤0.01% 649
2021
Q3 		$23K Buy
213
+194
+1,021% +$20.9K ﹤0.01% 777
2021
Q2 		$2K Sell
19
-2
-10% -$249 ﹤0.01% 1109
2021
Q1 		$3K Buy
+21
New +$2.81K ﹤0.01% 943

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

Clearstead Advisors's CTXS Position: Q4 2022 in Review

Clearstead Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 618 shares — an estimated $64K sold.

Clearstead Advisors first reported a position in CTXS in Q1 2021 and held it in 7 quarters. The position peaked at $71K in Q1 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Clearstead Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 618 Citrix Systems Inc shares in Q4 2022, an estimated $64K.
  • Clearstead Advisors first reported a position in Citrix Systems Inc in Q1 2021 and held it in 7 quarters.
  • Clearstead Advisors's Citrix Systems Inc position peaked at $71K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.