JWA
CTXS

JFS Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

JFS Wealth Advisors’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
-22
Closed -$2K – 2019
2022
Q3 		$2K Hold
22
– – ﹤0.01% 1452
2022
Q2 		$2K Hold
22
– – ﹤0.01% 1438
2022
Q1 		$2K Buy
22
+10
+83% +$1.01K ﹤0.01% 1550
2021
Q4 		$1K Buy
+12
New +$1.1K ﹤0.01% 1671

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

JFS Wealth Advisors's CTXS Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 22 Citrix Systems Inc shares in Q4 2022, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's Citrix Systems Inc position peaked at $2K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.