FP
CTXS

Financial Perspectives’s Citrix Systems Inc CTXS Stock Holding History

Financial Perspectives’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
-200
Closed -$20.8K – 711
2022
Q3 		$20.8K Hold
200
– – 0.01% 339
2022
Q2 		$19.4K Hold
200
– – 0.01% 354
2022
Q1 		$20.2K Hold
200
– – 0.01% 373
2021
Q4 		$18.9K Hold
200
– – 0.01% 363
2021
Q3 		$21.5K Hold
200
– – 0.01% 345
2021
Q2 		$23.5K Sell
200
-27,872
-99% -$3.47M 0.01% 360
2021
Q1 		$200K Buy
28,072
+27,872
+13,936% +$3.74M 0.01% 409
2020
Q4 		$26K Hold
200
– – 0.01% 304
2020
Q3 		$27.5K Hold
200
– – 0.02% 254
2020
Q2 		$29.6K Hold
200
– – 0.02% 225
2020
Q1 		$28.3K Hold
200
– – 0.02% 210
2019
Q4 		$22.2K Buy
+200
New +$21.5K 0.02% 248

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

Financial Perspectives's CTXS Position: Q4 2022 in Review

Financial Perspectives sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 200 shares — an estimated $20.8K sold.

Financial Perspectives first reported a position in CTXS in Q4 2019 and held it in 12 quarters. The position peaked at $200K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Financial Perspectives reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Financial Perspectives sold 200 Citrix Systems Inc shares in Q4 2022, an estimated $20.8K.
  • Financial Perspectives first reported a position in Citrix Systems Inc in Q4 2019 and held it in 12 quarters.
  • Financial Perspectives's Citrix Systems Inc position peaked at $200K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.