IFAM
CTXS

Institutional & Family Asset Management’s Citrix Systems Inc CTXS Stock Holding History

Institutional & Family Asset 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
-39
Closed -$4K – 792
2022
Q3 		$4K Hold
39
– – ﹤0.01% 532
2022
Q2 		$4K Hold
39
– – ﹤0.01% 542
2022
Q1 		$4K Sell
39
-332
-89% -$33.5K ﹤0.01% 597
2021
Q4 		$35K Sell
371
-71
-16% -$6.49K 0.01% 303
2021
Q3 		$47K Sell
442
-170
-28% -$18.4K 0.01% 335
2021
Q2 		$72K Hold
612
– – 0.01% 286
2021
Q1 		$86K Hold
612
– – 0.02% 286
2020
Q4 		$80K Hold
612
– – 0.02% 273
2020
Q3 		$84K Buy
612
+66
+12% +$9.43K 0.02% 240
2020
Q2 		$81K Buy
546
+17
+3% +$2.45K 0.02% 259
2020
Q1 		$75K Sell
529
-37
-7% -$4.41K 0.02% 240
2019
Q4 		$63K Sell
566
-8
-1% -$861 0.01% 300
2019
Q3 		$55K Buy
574
+4
+0.7% +$383 0.01% 286
2019
Q2 		$56K Hold
570
– – 0.01% 302
2019
Q1 		$57K Hold
570
– – 0.01% 310
2018
Q4 		$58K Sell
570
-1
-0.2% -$106 0.01% 300
2018
Q3 		$63K Sell
571
-9
-2% -$996 0.01% 331
2018
Q2 		$61K Sell
580
-7
-1% -$720 0.01% 332
2018
Q1 		$54K Buy
+587
New +$54K 0.01% 317

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

Institutional & Family Asset Management's CTXS Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 39 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in CTXS in Q1 2018 and held it in 19 quarters. The position peaked at $86K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 39 Citrix Systems Inc shares in Q4 2022, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Citrix Systems Inc in Q1 2018 and held it in 19 quarters.
  • Institutional & Family Asset Management's Citrix Systems Inc position peaked at $86K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.