KFI
CTXS

Key Financial Inc’s Citrix Systems Inc CTXS Stock Holding History

Key Financial Inc’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
-80
Closed -$8K – 1181
2022
Q3 		$8K Hold
80
– – ﹤0.01% 703
2022
Q2 		$8K Hold
80
– – ﹤0.01% 706
2022
Q1 		$8K Hold
80
– – ﹤0.01% 705
2021
Q4 		$8K Buy
80
+12
+18% +$1.1K ﹤0.01% 644
2021
Q3 		$7K Hold
68
– – ﹤0.01% 667
2021
Q2 		$7K Hold
68
– – ﹤0.01% 651
2021
Q1 		$10K Hold
68
– – 0.01% 495
2020
Q4 		$9K Buy
+68
New +$8.65K 0.01% 481
2020
Q2 		– Sell
-68
Closed -$10K – 698
2020
Q1 		$10K Buy
+68
New +$8.11K 0.01% 412

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

Key Financial Inc's CTXS Position: Q4 2022 in Review

Key Financial Inc sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 80 shares — an estimated $8K sold.

Key Financial Inc first reported a position in CTXS in Q1 2020 and held it in 9 quarters. The position peaked at $10K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Key Financial Inc reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Key Financial Inc sold 80 Citrix Systems Inc shares in Q4 2022, an estimated $8K.
  • Key Financial Inc first reported a position in Citrix Systems Inc in Q1 2020 and held it in 9 quarters.
  • Key Financial Inc's Citrix Systems Inc position peaked at $10K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Key Financial Inc's 13F filing for Q4 2022, filed 26 Jan 2023.