HWM
CTXS

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

HB 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
2022
Q4 		– Sell
-2,328
Closed -$242K – 716
2022
Q3 		$242K Buy
2,328
+212
+10% +$21.7K 0.01% 492
2022
Q2 		$206K Buy
2,116
+6
+0.3% +$597 ﹤0.01% 547
2022
Q1 		$213K Buy
+2,110
New +$213K ﹤0.01% 551

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

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

HB Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,328 shares — an estimated $242K sold.

HB Wealth Management first reported a position in CTXS in Q1 2022 and held it in 3 quarters. The position peaked at $242K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • HB Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 2,328 Citrix Systems Inc shares in Q4 2022, an estimated $242K.
  • HB Wealth Management first reported a position in Citrix Systems Inc in Q1 2022 and held it in 3 quarters.
  • HB Wealth Management's Citrix Systems Inc position peaked at $242K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.