EWA
CTXS

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

EverSource 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
-130
Closed -$14K – 2471
2022
Q3 		$14K Buy
130
+15
+13% +$1.54K ﹤0.01% 1033
2022
Q2 		$11K Buy
115
+74
+180% +$7.37K ﹤0.01% 1019
2022
Q1 		$4K Buy
41
+30
+273% +$3.03K ﹤0.01% 1382
2021
Q4 		$1K Buy
+11
New +$1K ﹤0.01% 1757

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

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

EverSource Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 130 shares — an estimated $14K sold.

EverSource Wealth Advisors first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 130 Citrix Systems Inc shares in Q4 2022, an estimated $14K.
  • EverSource Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's Citrix Systems Inc position peaked at $14K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.