LNWWM
CTXS

Laird Norton Wetherby Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Laird Norton Wetherby Wealth Management’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
-6,350
Closed -$660K – 974
2022
Q3 		$660K Buy
6,350
+655
+12% +$67.1K 0.05% 398
2022
Q2 		$553K Buy
5,695
+1,456
+34% +$145K 0.04% 471
2022
Q1 		$428K Buy
4,239
+119
+3% +$12K 0.02% 571
2021
Q4 		$390K Sell
4,120
-1,105
-21% -$101K 0.02% 626
2021
Q3 		$561K Buy
5,225
+136
+3% +$14.7K 0.03% 474
2021
Q2 		$597K Buy
5,089
+80
+2% +$9.96K 0.04% 449
2021
Q1 		$703K Sell
5,009
-239
-5% -$32K 0.05% 346
2020
Q4 		$683K Sell
5,248
-352
-6% -$44.8K 0.05% 367
2020
Q3 		$771K Sell
5,600
-354
-6% -$50.6K 0.07% 276
2020
Q2 		$880K Sell
5,954
-626
-10% -$90.1K 0.08% 239
2020
Q1 		$931K Buy
6,580
+279
+4% +$33.3K 0.1% 202
2019
Q4 		$699K Buy
6,301
+381
+6% +$41K 0.07% 312
2019
Q3 		$571K Buy
5,920
+256
+5% +$24.5K 0.06% 361
2019
Q2 		$555K Buy
5,664
+1,725
+44% +$169K 0.06% 360
2019
Q1 		$393K Sell
3,939
-232
-6% -$24.1K 0.05% 431
2018
Q4 		$427K Sell
4,171
-154
-4% -$16.3K 0.06% 370
2018
Q3 		$481K Buy
4,325
+42
+1% +$4.65K 0.06% 375
2018
Q2 		$449K Buy
4,283
+33
+0.8% +$3.4K 0.06% 367
2018
Q1 		$395K Buy
4,250
+203
+5% +$18.7K 0.05% 414
2017
Q4 		$356K Sell
4,047
-619
-13% -$52.4K 0.05% 435
2017
Q3 		$359K Buy
4,666
+56
+1% +$4.35K 0.05% 412
2017
Q2 		$367K Sell
4,610
-80
-2% -$6.63K 0.06% 380
2017
Q1 		$391K Sell
4,690
-157
-3% -$12.2K 0.07% 351
2016
Q4 		$345K Buy
4,847
+689
+17% +$47.6K 0.07% 371
2016
Q3 		$282K Sell
4,158
-254
-6% -$17.3K 0.06% 397
2016
Q2 		$281K Buy
+4,412
New +$290K 0.06% 370

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

Laird Norton Wetherby Wealth Management's CTXS Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 6,350 shares — an estimated $660K sold.

Laird Norton Wetherby Wealth Management first reported a position in CTXS in Q2 2016 and held it in 26 quarters. The position peaked at $931K in Q1 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 6,350 Citrix Systems Inc shares in Q4 2022, an estimated $660K.
  • Laird Norton Wetherby Wealth Management first reported a position in Citrix Systems Inc in Q2 2016 and held it in 26 quarters.
  • Laird Norton Wetherby Wealth Management's Citrix Systems Inc position peaked at $931K in Q1 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.