MA
CTXS

Montag & Associates’s Citrix Systems Inc CTXS Stock Holding History

Montag & Associates’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
-100
Closed -$10K – 999
2022
Q3 		$10K Hold
100
– – ﹤0.01% 733
2022
Q2 		$10K Hold
100
– – ﹤0.01% 696
2022
Q1 		$10K Hold
100
– – ﹤0.01% 723
2021
Q4 		$9K Hold
100
– – ﹤0.01% 738
2021
Q3 		$11K Hold
100
– – ﹤0.01% 725
2021
Q2 		$12K Hold
100
– – ﹤0.01% 718
2021
Q1 		$14K Sell
100
-330
-77% -$44.2K ﹤0.01% 703
2020
Q4 		$56K Buy
+430
New +$54.7K ﹤0.01% 525

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

Montag & Associates's CTXS Position: Q4 2022 in Review

Montag & Associates sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 100 shares — an estimated $10K sold.

Montag & Associates first reported a position in CTXS in Q4 2020 and held it in 8 quarters. The position peaked at $56K in Q4 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Montag & Associates reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Montag & Associates sold 100 Citrix Systems Inc shares in Q4 2022, an estimated $10K.
  • Montag & Associates first reported a position in Citrix Systems Inc in Q4 2020 and held it in 8 quarters.
  • Montag & Associates's Citrix Systems Inc position peaked at $56K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.