UCFA
CTXS

United Capital Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

United Capital Financial 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
-5,872
Closed -$610K – 1134
2022
Q3 		$610K Sell
5,872
-116
-2% -$11.9K ﹤0.01% 722
2022
Q2 		$582K Sell
5,988
-89
-1% -$8.86K ﹤0.01% 761
2022
Q1 		$613K Buy
6,077
+454
+8% +$45.9K ﹤0.01% 788
2021
Q4 		$532K Sell
5,623
-416
-7% -$38K ﹤0.01% 837
2021
Q3 		$648K Sell
6,039
-162
-3% -$17.5K ﹤0.01% 792
2021
Q2 		$727K Sell
6,201
-31
-0.5% -$3.86K ﹤0.01% 777
2021
Q1 		$875K Sell
6,232
-276
-4% -$37K ﹤0.01% 702
2020
Q4 		$847K Buy
6,508
+860
+15% +$109K 0.01% 721
2020
Q3 		$778K Sell
5,648
-9
-0.2% -$1.29K 0.01% 724
2020
Q2 		$837K Sell
5,657
-288
-5% -$41.4K 0.01% 719
2020
Q1 		$842K Buy
5,945
+256
+4% +$30.5K 0.01% 676
2019
Q4 		$631K Buy
5,689
+1,465
+35% +$158K ﹤0.01% 924
2019
Q3 		$408K Sell
4,224
-1,202
-22% -$115K ﹤0.01% 1003
2019
Q2 		$533K Sell
5,426
-1,529
-22% -$150K ﹤0.01% 1028
2019
Q1 		$693K Buy
+6,955
New +$721K ﹤0.01% 886
2018
Q1 		– Sell
-3,905
Closed -$344K – 1379
2017
Q4 		$344K Sell
3,905
-10,946
-74% -$927K ﹤0.01% 1073
2017
Q3 		$1.14M Sell
14,851
-2,951
-17% -$229K 0.01% 744
2017
Q2 		$1.42M Sell
17,802
-323
-2% -$26.8K 0.01% 666
2017
Q1 		$1.51M Sell
18,125
-5,829
-24% -$454K 0.01% 633
2016
Q4 		$678K Sell
23,954
-6,946
-22% -$480K 0.01% 854
2016
Q3 		$2.1M Sell
30,900
-8,925
-22% -$608K 0.02% 573
2016
Q2 		$2.54M Sell
39,825
-3,186
-7% -$210K 0.03% 510
2016
Q1 		$2.69M Sell
43,011
-264
-0.6% -$14.9K 0.03% 464
2015
Q4 		$2.61M Buy
+43,275
New +$2.66M 0.03% 494

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

United Capital Financial Advisors's CTXS Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 5,872 shares — an estimated $610K sold.

United Capital Financial Advisors first reported a position in CTXS in Q4 2015 and held it in 24 quarters. The position peaked at $2.69M in Q1 2016. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,872 Citrix Systems Inc shares in Q4 2022, an estimated $610K.
  • United Capital Financial Advisors first reported a position in Citrix Systems Inc in Q4 2015 and held it in 24 quarters.
  • United Capital Financial Advisors's Citrix Systems Inc position peaked at $2.69M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.