MGWM
CTXS

Marks Group Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Marks Group 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
-2,000
Closed -$208K – 297
2022
Q3 		$208K Buy
+2,000
New +$205K 0.03% 259
2022
Q2 		– Sell
-2,000
Closed -$202K – 316
2022
Q1 		$202K Buy
+2,000
New +$202K 0.03% 298
2021
Q4 		– Sell
-2,000
Closed -$215K – 323
2021
Q3 		$215K Buy
+2,000
New +$216K 0.03% 274

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

Marks Group Wealth Management's CTXS Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,000 shares — an estimated $208K sold.

Marks Group Wealth Management first reported a position in CTXS in Q3 2021 and held it in 3 quarters. The position peaked at $215K in Q3 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Marks Group Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,000 Citrix Systems Inc shares in Q4 2022, an estimated $208K.
  • Marks Group Wealth Management first reported a position in Citrix Systems Inc in Q3 2021 and held it in 3 quarters.
  • Marks Group Wealth Management's Citrix Systems Inc position peaked at $215K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.