LFA
CTXS

Level Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Level Financial 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
-47
Closed -$5K – 310
2022
Q3 		$5K Hold
47
– – ﹤0.01% 194
2022
Q2 		$5K Hold
47
– – ﹤0.01% 219
2022
Q1 		$5K Hold
47
– – ﹤0.01% 189
2021
Q4 		$4K Buy
+47
New +$4.29K ﹤0.01% 221

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

Level Financial Advisors's CTXS Position: Q4 2022 in Review

Level Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 47 shares — an estimated $5K sold.

Level Financial Advisors first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Level Financial Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Level Financial Advisors sold 47 Citrix Systems Inc shares in Q4 2022, an estimated $5K.
  • Level Financial Advisors first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • Level Financial Advisors's Citrix Systems Inc position peaked at $5K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.