CWA
CTXS

Clearview Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

Clearview Wealth 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
-145
Closed -$15K – 668
2022
Q3 		$15K Hold
145
– – 0.01% 294
2022
Q2 		$14K Hold
145
– – 0.01% 323
2022
Q1 		$15K Hold
145
– – 0.01% 335
2021
Q4 		$14K Hold
145
– – 0.01% 374
2021
Q3 		$16K Buy
145
+1
+0.7% +$108 0.01% 365
2021
Q2 		$17K Hold
144
– – 0.01% 364
2021
Q1 		$20K Buy
144
+1
+0.7% +$134 0.01% 334
2020
Q4 		$19K Buy
+143
New +$18.2K 0.01% 308

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

Clearview Wealth Advisors's CTXS Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 145 shares — an estimated $15K sold.

Clearview Wealth Advisors first reported a position in CTXS in Q4 2020 and held it in 8 quarters. The position peaked at $20K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 145 Citrix Systems Inc shares in Q4 2022, an estimated $15K.
  • Clearview Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's Citrix Systems Inc position peaked at $20K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.