PFO
CTXS

Pathstone Family Office’s Citrix Systems Inc CTXS Stock Holding History

Pathstone Family Office’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
-24,022
Closed -$2.5M – 1635
2022
Q3 		$2.5M Buy
24,022
+14,844
+162% +$1.52M 0.02% 366
2022
Q2 		$892K Buy
9,178
+4,086
+80% +$407K 0.02% 374
2022
Q1 		$514K Sell
5,092
-264
-5% -$26.7K 0.01% 537
2021
Q4 		$507K Buy
5,356
+3,324
+164% +$304K 0.01% 557
2021
Q3 		$217K Sell
2,032
-2,829
-58% -$305K 0.01% 790
2021
Q2 		$570K Buy
4,861
+2,866
+144% +$357K 0.02% 418
2021
Q1 		$280K Buy
1,995
+1,621
+433% +$217K 0.01% 504
2020
Q4 		$48K Buy
374
+251
+204% +$31.9K ﹤0.01% 522
2020
Q3 		$17K Hold
123
– – ﹤0.01% 517
2020
Q2 		$18K Hold
123
– – ﹤0.01% 439
2020
Q1 		$17K Buy
+123
New +$14.7K ﹤0.01% 438
2019
Q2 		– Sell
-34
Closed -$3K – 951
2019
Q1 		$3K Buy
+34
New +$3.53K ﹤0.01% 729
2017
Q2 		– Sell
-45
Closed -$3K – 680
2017
Q1 		$3K Buy
+45
New +$3.51K ﹤0.01% 360
2016
Q4 		– Sell
-51
Closed -$3K – 219
2016
Q3 		$3K Sell
51
-46
-47% -$3.13K ﹤0.01% 184
2016
Q2 		$6K Hold
97
– – 0.01% 177
2016
Q1 		$6K Buy
+97
New +$5.49K 0.01% 142
2015
Q4 		– Sell
-308
Closed -$17K – 172
2015
Q3 		$17K Buy
+308
New +$17.5K 0.05% 59

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pathstone Family Office's CTXS Position: Q4 2022 in Review

Pathstone Family Office sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 24,022 shares — an estimated $2.5M sold.

Pathstone Family Office first reported a position in CTXS in Q3 2015 and held it in 17 quarters. The position peaked at $2.5M in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Pathstone Family Office reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 24,022 Citrix Systems Inc shares in Q4 2022, an estimated $2.5M.
  • Pathstone Family Office first reported a position in Citrix Systems Inc in Q3 2015 and held it in 17 quarters.
  • Pathstone Family Office's Citrix Systems Inc position peaked at $2.5M in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.