Joel Isaacson & Co’s Citrix Systems Inc CTXS Stock Holding History

Joel Isaacson & Co’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	-10,020	Closed	-$1.04M	–	337
2022 Q3	$1.04M	Sell	10,020 -5	-0%	-$512	0.09%	99
2022 Q2	$974K	Buy	10,025 +5	+0%	+$498	0.08%	103
2022 Q1	$1.02M	Hold	10,020	–	–	0.08%	109
2021 Q4	$948K	Hold	10,020	–	–	0.07%	124
2021 Q3	$1.08M	Buy	10,020 +20	+0.2%	+$2.16K	0.08%	107
2021 Q2	$1.17M	Sell	10,000 -73	-0.7%	-$9.09K	0.09%	93
2021 Q1	$1.41M	Hold	10,073	–	–	0.12%	76
2020 Q4	$1.31M	Hold	10,073	–	–	0.13%	77
2020 Q3	$1.39M	Hold	10,073	–	–	0.18%	63
2020 Q2	$1.49M	Buy	10,073 +38	+0.4%	+$5.47K	0.21%	51
2020 Q1	$1.42M	Buy	10,035 +35	+0.4%	+$4.17K	0.25%	47
2019 Q4	$1.11M	Hold	10,000	–	–	0.15%	67
2019 Q3	$965K	Hold	10,000	–	–	0.14%	75
2019 Q2	$981K	Hold	10,000	–	–	0.14%	70
2019 Q1	$997K	Hold	10,000	–	–	0.15%	83
2018 Q4	$1.06M	Hold	10,000	–	–	0.17%	73
2018 Q3	$1.11M	Sell	10,000 -91	-0.9%	-$10.1K	0.17%	57
2018 Q2	$1.06M	Buy	10,091 +91	+0.9%	+$9.37K	0.18%	59
2018 Q1	$928K	Hold	10,000	–	–	0.16%	64
2017 Q4	$880K	Hold	10,000	–	–	0.15%	71
2017 Q3	$768K	Hold	10,000	–	–	0.14%	76
2017 Q2	$796K	Hold	10,000	–	–	0.15%	65
2017 Q1	$834K	Sell	10,000 -2,558	-20%	-$199K	0.16%	60
2016 Q4	$893K	Hold	12,558	–	–	0.18%	54
2016 Q3	$852K	Hold	12,558	–	–	0.18%	56
2016 Q2	$801K	Hold	12,558	–	–	0.17%	59
2016 Q1	$786K	Hold	12,558	–	–	0.17%	58
2015 Q4	$757K	Hold	12,558	–	–	0.19%	58
2015 Q3	$693K	Hold	12,558	–	–	0.19%	57
2015 Q2	$702K	Hold	12,558	–	–	0.18%	64
2015 Q1	$639K	Hold	12,558	–	–	0.16%	68
2014 Q4	$638K	Buy	+12,558	New	+$649K	0.17%	61

Other funds holding CTXS

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Joel Isaacson & Co's CTXS Position: Q4 2022 in Review

Joel Isaacson & Co sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 10,020 shares — an estimated $1.04M sold.

Joel Isaacson & Co first reported a position in CTXS in Q4 2014 and held it in 32 quarters. The position peaked at $1.49M in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

Joel Isaacson & Co reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
Joel Isaacson & Co sold 10,020 Citrix Systems Inc shares in Q4 2022, an estimated $1.04M.
Joel Isaacson & Co first reported a position in Citrix Systems Inc in Q4 2014 and held it in 32 quarters.
Joel Isaacson & Co's Citrix Systems Inc position peaked at $1.49M in Q2 2020.
4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Joel Isaacson & Co's 13F filing for Q4 2022, filed 27 Jan 2023.