Creative Planning
CTXS

Creative Planning’s Citrix Systems Inc CTXS Stock Holding History

Creative Planning’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
-12,525
Closed -$1.3M – 2661
2022
Q3 		$1.3M Buy
12,525
+836
+7% +$85.6K ﹤0.01% 849
2022
Q2 		$1.14M Buy
11,689
+788
+7% +$78.4K ﹤0.01% 920
2022
Q1 		$1.1M Sell
10,901
-1,515
-12% -$153K ﹤0.01% 943
2021
Q4 		$1.17M Buy
12,416
+1,151
+10% +$105K ﹤0.01% 887
2021
Q3 		$1.21M Sell
11,265
-32
-0.3% -$3.46K ﹤0.01% 863
2021
Q2 		$1.32M Sell
11,297
-103
-0.9% -$12.8K ﹤0.01% 823
2021
Q1 		$1.6M Sell
11,400
-78
-0.7% -$10.5K ﹤0.01% 820
2020
Q4 		$1.49M Buy
11,478
+44
+0.4% +$5.6K ﹤0.01% 781
2020
Q3 		$1.57M Buy
11,434
+3,371
+42% +$482K ﹤0.01% 647
2020
Q2 		$1.19M Buy
8,063
+1,031
+15% +$148K ﹤0.01% 681
2020
Q1 		$995K Buy
7,032
+87
+1% +$10.4K ﹤0.01% 653
2019
Q4 		$770K Buy
6,945
+1,259
+22% +$135K ﹤0.01% 906
2019
Q3 		$549K Buy
5,686
+107
+2% +$10.2K ﹤0.01% 1012
2019
Q2 		$547K Sell
5,579
-174
-3% -$17.1K ﹤0.01% 1029
2019
Q1 		$573K Buy
5,753
+267
+5% +$27.7K ﹤0.01% 964
2018
Q4 		$562K Buy
5,486
+257
+5% +$27.1K ﹤0.01% 900
2018
Q3 		$581K Buy
5,229
+2,007
+62% +$222K ﹤0.01% 1002
2018
Q2 		$338K Buy
3,222
+61
+2% +$6.28K ﹤0.01% 1298
2018
Q1 		$293K Sell
3,161
-34
-1% -$3.13K ﹤0.01% 1355
2017
Q4 		$281K Sell
3,195
-108
-3% -$9.15K ﹤0.01% 1403
2017
Q3 		$254K Buy
3,303
+44
+1% +$3.42K ﹤0.01% 1441
2017
Q2 		$259K Buy
3,259
+78
+2% +$6.46K ﹤0.01% 1372
2017
Q1 		$265K Sell
3,181
-373
-10% -$29.1K ﹤0.01% 1332
2016
Q4 		$253K Sell
3,554
-624
-15% -$43.1K ﹤0.01% 1281
2016
Q3 		$284K Buy
4,178
+691
+20% +$47.1K ﹤0.01% 1209
2016
Q2 		$222K Buy
3,487
+515
+17% +$33.9K ﹤0.01% 1206
2016
Q1 		$186K Sell
2,972
-1,580
-35% -$89.4K ﹤0.01% 1249
2015
Q4 		$274K Buy
4,552
+2,029
+80% +$125K ﹤0.01% 1042
2015
Q3 		$139K Buy
+2,523
New +$144K ﹤0.01% 1396
2015
Q2 		– Sell
-1,687
Closed -$86K – 3298
2015
Q1 		$86K Sell
1,687
-211
-11% -$10.4K ﹤0.01% 1654
2014
Q4 		$96K Sell
1,898
-95
-5% -$4.91K ﹤0.01% 1569
2014
Q3 		$113K Sell
1,993
-584
-23% -$31.8K ﹤0.01% 1395
2014
Q2 		$128K Buy
2,577
+824
+47% +$39.6K ﹤0.01% 1277
2014
Q1 		$80K Buy
1,753
+55
+3% +$2.59K ﹤0.01% 1527
2013
Q4 		$86K Sell
1,698
-609
-26% -$29K ﹤0.01% 1289
2013
Q3 		$130K Buy
2,307
+337
+17% +$18.8K ﹤0.01% 965
2013
Q2 		$95K Buy
+1,970
New +$102K ﹤0.01% 1019

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 $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's CTXS Position: Q4 2022 in Review

Creative Planning sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 12,525 shares — an estimated $1.3M sold.

Creative Planning first reported a position in CTXS in Q2 2013 and held it in 37 quarters. The position peaked at $1.6M in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Creative Planning reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 12,525 Citrix Systems Inc shares in Q4 2022, an estimated $1.3M.
  • Creative Planning first reported a position in Citrix Systems Inc in Q2 2013 and held it in 37 quarters.
  • Creative Planning's Citrix Systems Inc position peaked at $1.6M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.