JP Morgan Private Wealth Advisors
CTXS

JP Morgan Private Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

JP Morgan Private 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
-10,964
Closed -$1.13M – 2035
2022
Q3 		$1.13M Sell
10,964
-43
-0.4% -$4.4K ﹤0.01% 1073
2022
Q2 		$1.07M Sell
11,007
-3,987
-27% -$397K ﹤0.01% 1117
2022
Q1 		$1.51M Sell
14,994
-1,202
-7% -$121K ﹤0.01% 1020
2021
Q4 		$1.53M Sell
16,196
-992
-6% -$90.6K ﹤0.01% 1032
2021
Q3 		$1.84M Buy
17,188
+181
+1% +$19.5K ﹤0.01% 931
2021
Q2 		$1.99M Sell
17,007
-1,253
-7% -$156K 0.01% 883
2021
Q1 		$2.56M Buy
18,260
+1,228
+7% +$165K 0.01% 683
2020
Q4 		$2.22M Buy
17,032
+1,284
+8% +$163K 0.01% 691
2020
Q3 		$2.17M Sell
15,748
-84
-0.5% -$12K 0.01% 629
2020
Q2 		$2.34M Sell
15,832
-29,689
-65% -$4.27M 0.01% 541
2020
Q1 		$6.44M Sell
45,521
-5,102
-10% -$608K 0.04% 320
2019
Q4 		$5.61M Sell
50,623
-1,764
-3% -$190K 0.03% 400
2019
Q3 		$5.06M Buy
52,387
+18,566
+55% +$1.78M 0.03% 401
2019
Q2 		$3.32M Sell
33,821
-971
-3% -$95.3K 0.02% 483
2019
Q1 		$3.47M Buy
34,792
+3,604
+12% +$374K 0.02% 490
2018
Q4 		$3.2M Buy
31,188
+7,235
+30% +$764K 0.02% 461
2018
Q3 		$2.66M Buy
23,953
+2,665
+13% +$295K 0.01% 566
2018
Q2 		$2.23M Buy
21,288
+3,749
+21% +$386K 0.01% 585
2018
Q1 		$1.63M Buy
17,539
+2,426
+16% +$223K 0.01% 525
2017
Q4 		$1.33M Sell
15,113
-1,132
-7% -$95.9K 0.01% 590
2017
Q3 		$1.25M Buy
16,245
+726
+5% +$56.4K 0.01% 578
2017
Q2 		$1.24M Buy
15,519
+13
+0.1% +$1.08K 0.01% 560
2017
Q1 		$1.29M Sell
15,506
-1,450
-9% -$113K 0.01% 562
2016
Q4 		$1.21M Buy
16,956
+1,755
+12% +$121K 0.01% 551
2016
Q3 		$1.03M Sell
15,201
-537
-3% -$36.6K 0.01% 583
2016
Q2 		$1M Sell
15,738
-184
-1% -$12.1K 0.01% 597
2016
Q1 		$996K Sell
15,922
-1,487
-9% -$84.1K 0.01% 554
2015
Q4 		$1.05M Buy
17,409
+2,422
+16% +$149K 0.01% 511
2015
Q3 		$827K Buy
14,987
+1,153
+8% +$65.6K 0.01% 511
2015
Q2 		$773K Buy
13,834
+438
+3% +$23.3K 0.01% 564
2015
Q1 		$681K Buy
13,396
+582
+5% +$28.7K 0.01% 625
2014
Q4 		$651K Buy
12,814
+2,115
+20% +$109K 0.01% 632
2014
Q3 		$608K Sell
10,699
-2,675
-20% -$145K 0.01% 637
2014
Q2 		$666K Buy
13,374
+5,363
+67% +$258K 0.01% 494
2014
Q1 		$366K Buy
+8,011
New +$378K 0.01% 669
2013
Q4 		– Sell
-4,266
Closed -$240K – 717
2013
Q3 		$240K Buy
+4,266
New +$239K 0.01% 555

Other funds holding CTXS

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CTXS Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 10,964 shares — an estimated $1.13M sold.

JP Morgan Private Wealth Advisors first reported a position in CTXS in Q3 2013 and held it in 36 quarters. The position peaked at $6.44M in Q1 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,964 Citrix Systems Inc shares in Q4 2022, an estimated $1.13M.
  • JP Morgan Private Wealth Advisors first reported a position in Citrix Systems Inc in Q3 2013 and held it in 36 quarters.
  • JP Morgan Private Wealth Advisors's Citrix Systems Inc position peaked at $6.44M in Q1 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

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