HNWAG
CTXS

High Net Worth Advisory Group’s Citrix Systems Inc CTXS Stock Holding History

High Net Worth Advisory Group’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
-702
Closed -$73K – 715
2022
Q3 		$73K Hold
702
– – 0.03% 271
2022
Q2 		$68K Hold
702
– – 0.03% 284
2022
Q1 		$71K Hold
702
– – 0.03% 290
2021
Q4 		$66K Buy
+702
New +$64.1K 0.02% 315

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

High Net Worth Advisory Group's CTXS Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 702 shares — an estimated $73K sold.

High Net Worth Advisory Group first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $73K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 702 Citrix Systems Inc shares in Q4 2022, an estimated $73K.
  • High Net Worth Advisory Group first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's Citrix Systems Inc position peaked at $73K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.