SSG
CTXS

Summit Securities Group’s Citrix Systems Inc CTXS Stock Holding History

Summit Securities 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
-100
Closed -$10K – 1498
2022
Q3 		$10K Sell
100
-113,800
-100% -$11.7M ﹤0.01% 796
2022
Q2 		$11.1M Buy
113,900
+68,900
+153% +$6.86M 1.38% 14
2022
Q1 		$4.54M Buy
+45,000
New +$4.55M 0.51% 39

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

Summit Securities Group's CTXS Position: Q4 2022 in Review

Summit Securities Group sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 4,999 shares — an estimated $519K sold.

Summit Securities Group first reported a position in CTXS in Q1 2015 and held it in 10 quarters. The position peaked at $876K in Q1 2017. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Summit Securities Group reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 4,999 Citrix Systems Inc shares in Q4 2022, an estimated $519K.
  • Summit Securities Group first reported a position in Citrix Systems Inc in Q1 2015 and held it in 10 quarters.
  • Summit Securities Group's Citrix Systems Inc position peaked at $876K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.