Taylor Hoffman Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Taylor Hoffman 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	-12,563	Closed	-$1.3M	–	134
2022 Q3	$1.3M	Sell	12,563 -601	-5%	-$61.5K	0.68%	51
2022 Q2	$1.29M	Sell	13,164 -6,564	-33%	-$653K	0.63%	54
2022 Q1	$1.99M	Sell	19,728 -194	-1%	-$19.6K	0.8%	47
2021 Q4	$1.88M	Sell	19,922 -2,749	-12%	-$251K	0.72%	48
2021 Q3	$2.46M	Buy	22,671 +1,153	+5%	+$124K	1.05%	37
2021 Q2	$2.52M	Buy	+21,518	New	+$2.68M	1.09%	41

Other funds holding CTXS

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's CTXS Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 12,563 shares — an estimated $1.3M sold.

Taylor Hoffman Wealth Management first reported a position in CTXS in Q2 2021 and held it in 6 quarters. The position peaked at $2.52M in Q2 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

Taylor Hoffman Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 12,563 Citrix Systems Inc shares in Q4 2022, an estimated $1.3M.
Taylor Hoffman Wealth Management first reported a position in Citrix Systems Inc in Q2 2021 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Citrix Systems Inc position peaked at $2.52M in Q2 2021.
4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.