FWM
CTXS

Focused Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Focused Wealth Management’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
2019
Q4 		– Sell
-8,000
Closed -$8K – 791
2019
Q3 		$8K Sell
8,000
-3,000
-27% -$287K ﹤0.01% 518
2019
Q2 		$12K Buy
+11,000
New +$1.08M ﹤0.01% 499

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

Focused Wealth Management's CTXS Position: Q4 2022 in Review

Focused Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in CTXS in Q3 2019 and held it in 6 quarters. The position peaked at $97K in Q3 2019. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Focused Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 8 Citrix Systems Inc shares in Q4 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Citrix Systems Inc in Q3 2019 and held it in 6 quarters.
  • Focused Wealth Management's Citrix Systems Inc position peaked at $97K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.