NFSG
CTXS

Newbridge Financial Services Group’s Citrix Systems Inc CTXS Stock Holding History

Newbridge Financial Services Group’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
-89
Closed -$9K – 1537
2022
Q3 		$9K Hold
89
– – 0.01% 921
2022
Q2 		$9K Hold
89
– – 0.01% 905
2022
Q1 		$9K Hold
89
– – ﹤0.01% 981
2021
Q4 		$8K Sell
89
-5
-5% -$457 ﹤0.01% 982
2021
Q3 		$10K Hold
94
– – 0.01% 891
2021
Q2 		$11K Hold
94
– – 0.01% 973
2021
Q1 		$13K Buy
94
+25
+36% +$3.35K 0.01% 832
2020
Q4 		$9K Sell
69
-107
-61% -$13.6K 0.01% 759
2020
Q3 		$24K Buy
+176
New +$25.1K 0.02% 465

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

Newbridge Financial Services Group's CTXS Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 89 shares — an estimated $9K sold.

Newbridge Financial Services Group first reported a position in CTXS in Q3 2020 and held it in 9 quarters. The position peaked at $24K in Q3 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 89 Citrix Systems Inc shares in Q4 2022, an estimated $9K.
  • Newbridge Financial Services Group first reported a position in Citrix Systems Inc in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Citrix Systems Inc position peaked at $24K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.