Jones Financial Companies
CTXS

Jones Financial Companies’s Citrix Systems Inc CTXS Stock Holding History

Jones Financial Companies’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
-150
Closed -$16K – 785
2022
Q3 		$16K Buy
+150
New +$15.4K ﹤0.01% 399
2021
Q3 		– Sell
-14
Closed -$2K – 669
2021
Q2 		$2K Sell
14
-12
-46% -$1.49K ﹤0.01% 616
2021
Q1 		$4K Sell
26
-19
-42% -$2.55K ﹤0.01% 686
2020
Q4 		$6K Buy
+45
New +$5.72K ﹤0.01% 490
2013
Q4 		– Sell
-230
Closed -$13K – 572
2013
Q3 		$13K Buy
+230
New +$12.9K ﹤0.01% 486

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

Jones Financial Companies's CTXS Position: Q4 2022 in Review

Jones Financial Companies sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 150 shares — an estimated $16K sold.

Jones Financial Companies first reported a position in CTXS in Q3 2013 and held it in 5 quarters. The position peaked at $16K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Jones Financial Companies reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Jones Financial Companies sold 150 Citrix Systems Inc shares in Q4 2022, an estimated $16K.
  • Jones Financial Companies first reported a position in Citrix Systems Inc in Q3 2013 and held it in 5 quarters.
  • Jones Financial Companies's Citrix Systems Inc position peaked at $16K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Jones Financial Companies's 13F filing for Q4 2022, filed 13 Feb 2023.