SCA
CTXS

Stonebridge Capital Advisors’s Citrix Systems Inc CTXS Stock Holding History

Stonebridge Capital 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
-134
Closed -$14K – 1144
2022
Q3 		$14K Hold
134
– – ﹤0.01% 524
2022
Q2 		$13K Hold
134
– – ﹤0.01% 564
2022
Q1 		$14K Hold
134
– – ﹤0.01% 617
2021
Q4 		$13K Sell
134
-22
-14% -$2.01K ﹤0.01% 603
2021
Q3 		$17K Sell
156
-134
-46% -$14.5K ﹤0.01% 532
2021
Q2 		$37K Buy
290
+156
+116% +$19.4K ﹤0.01% 524
2021
Q1 		$19K Buy
+134
New +$18K ﹤0.01% 518

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

Stonebridge Capital Advisors's CTXS Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 134 shares — an estimated $14K sold.

Stonebridge Capital Advisors first reported a position in CTXS in Q1 2021 and held it in 7 quarters. The position peaked at $37K in Q2 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 134 Citrix Systems Inc shares in Q4 2022, an estimated $14K.
  • Stonebridge Capital Advisors first reported a position in Citrix Systems Inc in Q1 2021 and held it in 7 quarters.
  • Stonebridge Capital Advisors's Citrix Systems Inc position peaked at $37K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.