TSWM
CTXS

Tyler-Stone Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Tyler-Stone 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
-70
Closed -$7K – 928
2022
Q3 		$7K Hold
70
– – 0.01% 609
2022
Q2 		$7K Hold
70
– – ﹤0.01% 623
2022
Q1 		$7K Hold
70
– – ﹤0.01% 634
2021
Q4 		$7K Buy
+70
New +$6.39K ﹤0.01% 667

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

Tyler-Stone Wealth Management's CTXS Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 70 shares — an estimated $7K sold.

Tyler-Stone Wealth Management first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 70 Citrix Systems Inc shares in Q4 2022, an estimated $7K.
  • Tyler-Stone Wealth Management first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Citrix Systems Inc position peaked at $7K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.