SWA
CTXS

SOA Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

SOA Wealth Advisors’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
-40
Closed -$4K – 1031
2022
Q3 		$4K Hold
40
– – ﹤0.01% 647
2022
Q2 		$3K Sell
40
-124
-76% -$12.3K ﹤0.01% 674
2022
Q1 		$16K Hold
164
– – ﹤0.01% 510
2021
Q4 		$15K Buy
164
+31
+23% +$2.83K ﹤0.01% 507
2021
Q3 		$14K Sell
133
-1
-0.7% -$108 ﹤0.01% 526
2021
Q2 		$15K Sell
134
-64
-32% -$7.97K ﹤0.01% 510
2021
Q1 		$27K Sell
198
-20
-9% -$2.68K 0.01% 350
2020
Q4 		$29K Buy
+218
New +$27.7K 0.01% 341

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

SOA Wealth Advisors's CTXS Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

SOA Wealth Advisors first reported a position in CTXS in Q4 2020 and held it in 8 quarters. The position peaked at $29K in Q4 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 40 Citrix Systems Inc shares in Q4 2022, an estimated $4K.
  • SOA Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's Citrix Systems Inc position peaked at $29K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.