SW
CTXS

SVB Wealth’s Citrix Systems Inc CTXS Stock Holding History

SVB Wealth’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
-2,689
Closed -$279K – 1112
2022
Q3 		$279K Buy
+2,689
New +$275K ﹤0.01% 721
2016
Q2 		– Sell
-4,002
Closed -$250K – 525
2016
Q1 		$250K Sell
4,002
-1,645
-29% -$93K 0.01% 460
2015
Q4 		$340K Sell
5,647
-4,898
-46% -$301K 0.01% 444
2015
Q3 		$582K Sell
10,545
-4,476
-30% -$255K 0.02% 384
2015
Q2 		$839K Sell
15,021
-629
-4% -$33.4K 0.03% 344
2015
Q1 		$796K Sell
15,650
-1,343
-8% -$66.1K 0.03% 342
2014
Q4 		$863K Buy
+16,993
New +$879K 0.03% 323

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 $20.6B AUM 34.61% 1-Year Est. Return

SVB Wealth's CTXS Position: Q4 2022 in Review

SVB Wealth sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,689 shares — an estimated $279K sold.

SVB Wealth first reported a position in CTXS in Q4 2014 and held it in 7 quarters. The position peaked at $863K in Q4 2014. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • SVB Wealth reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • SVB Wealth sold 2,689 Citrix Systems Inc shares in Q4 2022, an estimated $279K.
  • SVB Wealth first reported a position in Citrix Systems Inc in Q4 2014 and held it in 7 quarters.
  • SVB Wealth's Citrix Systems Inc position peaked at $863K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on SVB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.