DWP
CTXS

Destiny Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Destiny Wealth Partners’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
-2,985
Closed -$310K – 723
2022
Q3 		$310K Buy
2,985
+770
+35% +$78.8K 0.07% 119
2022
Q2 		$215K Buy
+2,215
New +$220K 0.05% 178
2021
Q2 		– Sell
-60
Closed -$8K – 550
2021
Q1 		$8K Sell
60
-12
-17% -$1.61K ﹤0.01% 432
2020
Q4 		$9K Buy
+72
New +$9.16K ﹤0.01% 422

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Destiny Wealth Partners's CTXS Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,985 shares — an estimated $310K sold.

Destiny Wealth Partners first reported a position in CTXS in Q4 2020 and held it in 4 quarters. The position peaked at $310K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,985 Citrix Systems Inc shares in Q4 2022, an estimated $310K.
  • Destiny Wealth Partners first reported a position in Citrix Systems Inc in Q4 2020 and held it in 4 quarters.
  • Destiny Wealth Partners's Citrix Systems Inc position peaked at $310K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.