CVA Family Office’s Citrix Systems Inc CTXS Stock Holding History

CVA Family Office’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	-25	Closed	-$3K	–	1031
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	796
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	847
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	854
2021 Q4	$2K	Buy	+25	New	+$2.28K	﹤0.01%	858
2021 Q3	–	Sell	-25	Closed	-$3K	–	946
2021 Q2	$3K	Sell	25 -25	-50%	-$3.11K	﹤0.01%	857
2021 Q1	$7K	Buy	+50	New	+$6.7K	﹤0.01%	583

Other funds holding CTXS

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

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

CVA Family Office's CTXS Position: Q4 2022 in Review

CVA Family Office sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 25 shares — an estimated $3K sold.

CVA Family Office first reported a position in CTXS in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

CVA Family Office reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
CVA Family Office sold 25 Citrix Systems Inc shares in Q4 2022, an estimated $3K.
CVA Family Office first reported a position in Citrix Systems Inc in Q1 2021 and held it in 6 quarters.
CVA Family Office's Citrix Systems Inc position peaked at $7K in Q1 2021.
4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.