PFGIA
CTXS

Patriot Financial Group Insurance Agency’s Citrix Systems Inc CTXS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-52
Closed -$5K – 2111
2022
Q2 		$5K Hold
52
– – ﹤0.01% 1521
2022
Q1 		$5K Hold
52
– – ﹤0.01% 1652
2021
Q4 		$5K Buy
52
+1
+2% +$91 ﹤0.01% 1739
2021
Q3 		$6K Sell
51
-4
-7% -$432 ﹤0.01% 1669
2021
Q2 		$6K Sell
55
-113
-67% -$14.1K ﹤0.01% 1617
2021
Q1 		$24K Sell
168
-96
-36% -$12.9K 0.01% 1028
2020
Q4 		$34K Sell
264
-8
-3% -$1.02K 0.01% 818
2020
Q3 		$37K Buy
272
+176
+183% +$25.1K 0.01% 609
2020
Q2 		$14K Hold
96
– – 0.01% 872
2020
Q1 		$14K Buy
96
+2
+2% +$239 0.01% 767
2019
Q4 		$10K Hold
94
– – ﹤0.01% 848
2019
Q3 		$9K Hold
94
– – ﹤0.01% 834
2019
Q2 		$9K Buy
94
+11
+13% +$1.08K ﹤0.01% 841
2019
Q1 		$8K Buy
83
+27
+48% +$2.8K ﹤0.01% 763
2018
Q4 		$6K Buy
56
+6
+12% +$634 ﹤0.01% 718
2018
Q3 		$6K Buy
+50
New +$5.53K ﹤0.01% 716
2017
Q3 		– Sell
-21
Closed -$2K – 955
2017
Q2 		$2K Buy
+21
New +$1.74K ﹤0.01% 853

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CTXS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Citrix Systems Inc (CTXS) in Q3 2022, closing a stake of 52 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in CTXS in Q2 2017 and held it in 17 quarters. The position peaked at $37K in Q3 2020. 513 funds tracked by Wall St. Rank hold CTXS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Citrix Systems Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 52 Citrix Systems Inc shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Citrix Systems Inc in Q2 2017 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Citrix Systems Inc position peaked at $37K in Q3 2020.
  • 513 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.