CA
CTXS

Crewe Advisors’s Citrix Systems Inc CTXS Stock Holding History

Crewe 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
-49
Closed -$5K – 1346
2022
Q3 		$5K Hold
49
– – ﹤0.01% 871
2022
Q2 		$5K Buy
+49
New +$4.88K ﹤0.01% 782
2021
Q3 		– Sell
-76
Closed -$9K – 485
2021
Q2 		$9K Hold
76
– – ﹤0.01% 289
2021
Q1 		$11K Buy
76
+11
+17% +$1.48K ﹤0.01% 281
2020
Q4 		$8K Buy
65
+30
+86% +$3.81K ﹤0.01% 299
2020
Q3 		$5K Buy
+35
New +$5K ﹤0.01% 376

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

Crewe Advisors's CTXS Position: Q4 2022 in Review

Crewe Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 49 shares — an estimated $5K sold.

Crewe Advisors first reported a position in CTXS in Q3 2020 and held it in 6 quarters. The position peaked at $11K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Crewe Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 49 Citrix Systems Inc shares in Q4 2022, an estimated $5K.
  • Crewe Advisors first reported a position in Citrix Systems Inc in Q3 2020 and held it in 6 quarters.
  • Crewe Advisors's Citrix Systems Inc position peaked at $11K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.