PWMG
CTXS

Prestige Wealth Management Group’s Citrix Systems Inc CTXS Stock Holding History

Prestige Wealth Management 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
-264
Closed -$28K – 1200
2022
Q3 		$28K Buy
264
+29
+12% +$2.97K 0.01% 280
2022
Q2 		$22K Buy
235
+29
+14% +$2.89K 0.01% 316
2022
Q1 		$21K Buy
206
+32
+18% +$3.23K 0.01% 346
2021
Q4 		$17K Sell
174
-78
-31% -$7.12K ﹤0.01% 404
2021
Q3 		$27K Sell
252
-6
-2% -$648 0.01% 329
2021
Q2 		$30K Sell
258
-32
-11% -$3.98K 0.01% 303
2021
Q1 		$41K Buy
290
+22
+8% +$2.95K 0.01% 270
2020
Q4 		$35K Sell
268
-169
-39% -$21.5K 0.01% 284
2020
Q3 		$60K Buy
437
+23
+6% +$3.29K 0.02% 230
2020
Q2 		$61K Buy
414
+111
+37% +$16K 0.02% 196
2020
Q1 		$43K Buy
303
+275
+982% +$32.8K 0.02% 189
2019
Q4 		$3K Buy
+28
New +$3.01K ﹤0.01% 480
2019
Q1 		– Sell
-100
Closed -$10K – 1211
2018
Q4 		$10K Buy
+100
New +$10.6K 0.01% 442

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

Prestige Wealth Management Group's CTXS Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 264 shares — an estimated $28K sold.

Prestige Wealth Management Group first reported a position in CTXS in Q4 2018 and held it in 13 quarters. The position peaked at $61K in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 264 Citrix Systems Inc shares in Q4 2022, an estimated $28K.
  • Prestige Wealth Management Group first reported a position in Citrix Systems Inc in Q4 2018 and held it in 13 quarters.
  • Prestige Wealth Management Group's Citrix Systems Inc position peaked at $61K in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.