RI
CTXS

Ridgewood Investments’s Citrix Systems Inc CTXS Stock Holding History

Ridgewood Investments’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
-3,506
Closed -$364K – 210
2022
Q3 		$364K Sell
3,506
-3,729
-52% -$382K 0.3% 117
2022
Q2 		$703K Sell
7,235
-4,969
-41% -$495K 0.55% 57
2022
Q1 		$1.23M Sell
12,204
-163
-1% -$16.5K 0.81% 26
2021
Q4 		$1.17M Buy
12,367
+1,789
+17% +$163K 0.74% 36
2021
Q3 		$1.14M Buy
10,578
+555
+6% +$59.9K 0.77% 36
2021
Q2 		$1.18M Buy
10,023
+4,589
+84% +$572K 0.75% 38
2021
Q1 		$763K Buy
+5,434
New +$728K 0.47% 75

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

Ridgewood Investments's CTXS Position: Q4 2022 in Review

Ridgewood Investments sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,506 shares — an estimated $364K sold.

Ridgewood Investments first reported a position in CTXS in Q1 2021 and held it in 7 quarters. The position peaked at $1.23M in Q1 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Ridgewood Investments reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Ridgewood Investments sold 3,506 Citrix Systems Inc shares in Q4 2022, an estimated $364K.
  • Ridgewood Investments first reported a position in Citrix Systems Inc in Q1 2021 and held it in 7 quarters.
  • Ridgewood Investments's Citrix Systems Inc position peaked at $1.23M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Ridgewood Investments's 13F filing for Q4 2022, filed 19 Jan 2023.