IC
CTXS

IEQ Capital’s Citrix Systems Inc CTXS Stock Holding History

IEQ Capital’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
-4,184
Closed -$435K – 915
2022
Q3 		$435K Buy
4,184
+1,109
+36% +$114K 0.01% 567
2022
Q2 		$299K Buy
3,075
+125
+4% +$12.4K 0.01% 609
2022
Q1 		$298K Buy
2,950
+676
+30% +$68.3K 0.01% 641
2021
Q4 		$215K Buy
+2,274
New +$208K 0.01% 680

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

IEQ Capital's CTXS Position: Q4 2022 in Review

IEQ Capital sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 4,184 shares — an estimated $435K sold.

IEQ Capital first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $435K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • IEQ Capital reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • IEQ Capital sold 4,184 Citrix Systems Inc shares in Q4 2022, an estimated $435K.
  • IEQ Capital first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • IEQ Capital's Citrix Systems Inc position peaked at $435K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on IEQ Capital's 13F filing for Q4 2022, filed 6 Feb 2023.