MYIA
CTXS

Mount Yale Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Mount Yale Investment 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
-4,684
Closed -$487K – 500
2022
Q3 		$487K Sell
4,684
-960
-17% -$98.3K 0.06% 271
2022
Q2 		$548K Buy
+5,644
New +$562K 0.07% 275
2021
Q4 		– Sell
-5,193
Closed -$558K – 505
2021
Q3 		$558K Sell
5,193
-8,860
-63% -$956K 0.06% 268
2021
Q2 		$1.65M Buy
14,053
+396
+3% +$49.3K 0.2% 112
2021
Q1 		$1.92M Buy
13,657
+6,083
+80% +$815K 0.25% 88
2020
Q4 		$985K Sell
7,574
-5,750
-43% -$731K 0.14% 168
2020
Q3 		$1.83M Buy
13,324
+10,189
+325% +$1.46M 0.26% 88
2020
Q2 		$464K Sell
3,135
-2,353
-43% -$339K 0.08% 237
2020
Q1 		$777K Sell
5,488
-771
-12% -$91.9K 0.18% 127
2019
Q4 		$759K Buy
6,259
+265
+4% +$28.5K 0.13% 136
2019
Q3 		$668K Sell
5,994
-351
-6% -$33.6K 0.12% 148
2019
Q2 		$580K Buy
6,345
+3,183
+101% +$312K 0.11% 159
2019
Q1 		$315K Sell
3,162
-125
-4% -$13K 0.06% 245
2018
Q4 		$345K Sell
3,287
-129
-4% -$13.6K 0.07% 237
2018
Q3 		$362K Sell
3,416
-215
-6% -$23.8K 0.06% 228
2018
Q2 		$381K Sell
3,631
-1,404
-28% -$145K 0.07% 220
2018
Q1 		$467K Buy
+5,035
New +$463K 0.1% 183

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

Mount Yale Investment Advisors's CTXS Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 4,684 shares — an estimated $487K sold.

Mount Yale Investment Advisors first reported a position in CTXS in Q1 2018 and held it in 17 quarters. The position peaked at $1.92M in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Mount Yale Investment Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,684 Citrix Systems Inc shares in Q4 2022, an estimated $487K.
  • Mount Yale Investment Advisors first reported a position in Citrix Systems Inc in Q1 2018 and held it in 17 quarters.
  • Mount Yale Investment Advisors's Citrix Systems Inc position peaked at $1.92M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.