GWS
CTXS

Glassman Wealth Services’s Citrix Systems Inc CTXS Stock Holding History

Glassman Wealth Services’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
-444
Closed -$46K – 2082
2022
Q3 		$46K Buy
444
+13
+3% +$1.33K 0.01% 412
2022
Q2 		$42K Sell
431
-57
-12% -$5.67K 0.01% 435
2022
Q1 		$49K Buy
488
+412
+542% +$41.6K 0.01% 405
2021
Q4 		$7K Sell
76
-269
-78% -$24.6K ﹤0.01% 914
2021
Q3 		$37K Buy
345
+11
+3% +$1.19K 0.01% 428
2021
Q2 		$39K Sell
334
-18
-5% -$2.24K 0.01% 401
2021
Q1 		$49K Buy
352
+12
+4% +$1.61K 0.01% 331
2020
Q4 		$44K Buy
340
+60
+21% +$7.63K 0.01% 360
2020
Q3 		$39K Buy
280
+22
+9% +$3.14K 0.01% 340
2020
Q2 		$38K Buy
258
+15
+6% +$2.16K 0.01% 288
2020
Q1 		$34K Sell
243
-103
-30% -$12.3K 0.01% 278
2019
Q4 		$38K Buy
346
+9
+3% +$969 0.01% 293
2019
Q3 		$33K Buy
337
+3
+0.9% +$287 0.01% 300
2019
Q2 		$33K Hold
334
– – 0.01% 308
2019
Q1 		$33K Buy
334
+106
+46% +$11K 0.01% 293
2018
Q4 		$23K Hold
228
– – 0.01% 280
2018
Q3 		$25K Hold
228
– – 0.01% 301
2018
Q2 		$24K Hold
228
– – 0.01% 274
2018
Q1 		$21K Sell
228
-25
-10% -$2.3K 0.01% 280
2017
Q4 		$22K Buy
253
+250
+8,333% +$21.2K 0.01% 241
2017
Q3 		$0 Hold
3
– – ﹤0.01% 641
2017
Q2 		$0 Hold
3
– – ﹤0.01% 688
2017
Q1 		$0 Sell
3
-85
-97% -$6.63K ﹤0.01% 722
2016
Q4 		$6K Buy
+88
New +$6.08K ﹤0.01% 421
2015
Q1 		– Sell
-188
Closed -$10K – 470
2014
Q4 		$10K Buy
+188
New +$9.72K 0.01% 375

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Glassman Wealth Services's CTXS Position: Q4 2022 in Review

Glassman Wealth Services sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 444 shares — an estimated $46K sold.

Glassman Wealth Services first reported a position in CTXS in Q4 2014 and held it in 25 quarters. The position peaked at $49K in Q1 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Glassman Wealth Services reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 444 Citrix Systems Inc shares in Q4 2022, an estimated $46K.
  • Glassman Wealth Services first reported a position in Citrix Systems Inc in Q4 2014 and held it in 25 quarters.
  • Glassman Wealth Services's Citrix Systems Inc position peaked at $49K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.