LF
CTXS

Lee Financial’s Citrix Systems Inc CTXS Stock Holding History

Lee Financial’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
-2
Closed – – 1010
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1066
2022
Q2 		$0 Buy
+2
New +$199 ﹤0.01% 1042
2018
Q3 		– Sell
-88
Closed -$9K – 767
2018
Q2 		$9K Hold
88
– – ﹤0.01% 518
2018
Q1 		$8K Buy
+88
New +$8.09K ﹤0.01% 547

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lee Financial's CTXS Position: Q4 2022 in Review

Lee Financial sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2 shares.

Lee Financial first reported a position in CTXS in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Lee Financial reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 2 Citrix Systems Inc shares in Q4 2022.
  • Lee Financial first reported a position in Citrix Systems Inc in Q1 2018 and held it in 4 quarters.
  • Lee Financial's Citrix Systems Inc position peaked at $9K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.