SA
CTXS

Syntax Advisors’s Citrix Systems Inc CTXS Stock Holding History

Syntax 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
-2,343
Closed -$243K – 234
2022
Q3 		$243K Buy
2,343
+24
+1% +$2.46K 0.21% 129
2022
Q2 		$225K Buy
2,319
+174
+8% +$17.3K 0.19% 165
2022
Q1 		$216K Sell
2,145
-864
-29% -$87.3K 0.18% 192
2021
Q4 		$285K Buy
+3,009
New +$275K 0.21% 115

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

Syntax Advisors's CTXS Position: Q4 2022 in Review

Syntax Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 2,343 shares — an estimated $243K sold.

Syntax Advisors first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $285K in Q4 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Syntax Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Syntax Advisors sold 2,343 Citrix Systems Inc shares in Q4 2022, an estimated $243K.
  • Syntax Advisors first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • Syntax Advisors's Citrix Systems Inc position peaked at $285K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

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