GT
CTXS

Greenleaf Trust’s Citrix Systems Inc CTXS Stock Holding History

Greenleaf Trust’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
-3,597
Closed -$374K – 783
2022
Q3 		$374K Buy
3,597
+1,006
+39% +$103K 0.01% 473
2022
Q2 		$252K Buy
2,591
+34
+1% +$3.38K ﹤0.01% 606
2022
Q1 		$258K Buy
2,557
+282
+12% +$28.5K ﹤0.01% 646
2021
Q4 		$215K Buy
+2,275
New +$208K ﹤0.01% 706
2020
Q3 		– Sell
-2,634
Closed -$390K – 590
2020
Q2 		$390K Buy
+2,634
New +$379K 0.01% 347

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

Greenleaf Trust's CTXS Position: Q4 2022 in Review

Greenleaf Trust sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,597 shares — an estimated $374K sold.

Greenleaf Trust first reported a position in CTXS in Q2 2020 and held it in 5 quarters. The position peaked at $390K in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Greenleaf Trust reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Greenleaf Trust sold 3,597 Citrix Systems Inc shares in Q4 2022, an estimated $374K.
  • Greenleaf Trust first reported a position in Citrix Systems Inc in Q2 2020 and held it in 5 quarters.
  • Greenleaf Trust's Citrix Systems Inc position peaked at $390K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Greenleaf Trust's 13F filing for Q4 2022, filed 25 Jan 2023.