SWM
CTXS

Spire Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Spire Wealth Management’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
-138
Closed -$14K – 2449
2022
Q3 		$14K Sell
138
-644
-82% -$65.9K ﹤0.01% 1475
2022
Q2 		$76K Sell
782
-918
-54% -$91.4K ﹤0.01% 1140
2022
Q1 		$172K Sell
1,700
-151
-8% -$15.3K ﹤0.01% 956
2021
Q4 		$175K Buy
1,851
+302
+19% +$27.6K ﹤0.01% 1150
2021
Q3 		$166K Sell
1,549
-24
-2% -$2.59K ﹤0.01% 997
2021
Q2 		$185K Sell
1,573
-403
-20% -$50.2K 0.01% 966
2021
Q1 		$276K Buy
+1,976
New +$265K 0.01% 914

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

Spire Wealth Management's CTXS Position: Q4 2022 in Review

Spire Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 138 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in CTXS in Q1 2021 and held it in 7 quarters. The position peaked at $276K in Q1 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Spire Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 138 Citrix Systems Inc shares in Q4 2022, an estimated $14K.
  • Spire Wealth Management first reported a position in Citrix Systems Inc in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Citrix Systems Inc position peaked at $276K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.