MPPW
CTXS

Mitchell & Pahl Private Wealth’s Citrix Systems Inc CTXS Stock Holding History

Mitchell & Pahl Private Wealth’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
-2,556
Closed -$266K – 156
2022
Q3 		$266K Sell
2,556
-93
-4% -$9.52K 0.2% 140
2022
Q2 		$257K Sell
2,649
-210
-7% -$20.9K 0.18% 145
2022
Q1 		$288K Sell
2,859
-80
-3% -$8.08K 0.18% 141
2021
Q4 		$278K Sell
2,939
-565
-16% -$51.6K 0.18% 135
2021
Q3 		$376K Sell
3,504
-36
-1% -$3.89K 0.27% 112
2021
Q2 		$415K Sell
3,540
-11
-0.3% -$1.37K 0.3% 105
2021
Q1 		$498K Sell
3,551
-9
-0.3% -$1.21K 0.39% 86
2020
Q4 		$463K Buy
+3,560
New +$453K 0.39% 84

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

Mitchell & Pahl Private Wealth's CTXS Position: Q4 2022 in Review

Mitchell & Pahl Private Wealth sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,556 shares — an estimated $266K sold.

Mitchell & Pahl Private Wealth first reported a position in CTXS in Q4 2020 and held it in 8 quarters. The position peaked at $498K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Mitchell & Pahl Private Wealth reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 2,556 Citrix Systems Inc shares in Q4 2022, an estimated $266K.
  • Mitchell & Pahl Private Wealth first reported a position in Citrix Systems Inc in Q4 2020 and held it in 8 quarters.
  • Mitchell & Pahl Private Wealth's Citrix Systems Inc position peaked at $498K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.