KFS
CTXS

Kelly Financial Services’s Citrix Systems Inc CTXS Stock Holding History

Kelly Financial Services’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
-40
Closed -$4.11K – 711
2022
Q3 		$4.11K Hold
40
– – ﹤0.01% 422
2022
Q2 		$3.85K Hold
40
– – ﹤0.01% 435
2022
Q1 		$4K Hold
40
– – ﹤0.01% 460
2021
Q4 		$3.75K Buy
40
+1
+3% +$91 ﹤0.01% 480
2021
Q3 		$4.23K Sell
39
-4,568
-99% -$493K ﹤0.01% 444
2021
Q2 		$39K Buy
4,607
+4,568
+11,713% +$569K ﹤0.01% 484
2021
Q1 		$5.5K Hold
39
– – ﹤0.01% 388
2020
Q4 		$5.08K Hold
39
– – ﹤0.01% 361
2020
Q3 		$5.36K Hold
39
– – ﹤0.01% 330
2020
Q2 		$5.75K Hold
39
– – ﹤0.01% 318
2020
Q1 		$5.49K Hold
39
– – 0.01% 287
2019
Q4 		$4.29K Hold
39
– – ﹤0.01% 321
2019
Q3 		$3.72K Buy
39
+1
+3% +$96 ﹤0.01% 328
2019
Q2 		$3.77K Hold
38
– – ﹤0.01% 316
2019
Q1 		$3.81K Buy
+38
New +$3.94K ﹤0.01% 320

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
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

Kelly Financial Services's CTXS Position: Q4 2022 in Review

Kelly Financial Services sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 40 shares — an estimated $4.11K sold.

Kelly Financial Services first reported a position in CTXS in Q1 2019 and held it in 15 quarters. The position peaked at $39K in Q2 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Kelly Financial Services reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Kelly Financial Services sold 40 Citrix Systems Inc shares in Q4 2022, an estimated $4.11K.
  • Kelly Financial Services first reported a position in Citrix Systems Inc in Q1 2019 and held it in 15 quarters.
  • Kelly Financial Services's Citrix Systems Inc position peaked at $39K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.