WFI
CTXS

West Family Investments’s Citrix Systems Inc CTXS Stock Holding History

West Family Investments’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
-3,839
Closed -$399K – 267
2022
Q3 		$399K Buy
3,839
+577
+18% +$59.1K 0.17% 114
2022
Q2 		$317K Sell
3,262
-170
-5% -$16.9K 0.13% 144
2022
Q1 		$346K Buy
3,432
+368
+12% +$37.2K 0.1% 166
2021
Q4 		$290K Buy
+3,064
New +$280K 0.08% 212
2021
Q3 		– Sell
-3,096
Closed -$363K – 396
2021
Q2 		$363K Buy
+3,096
New +$386K 0.1% 192

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

West Family Investments's CTXS Position: Q4 2022 in Review

West Family Investments sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,839 shares — an estimated $399K sold.

West Family Investments first reported a position in CTXS in Q2 2021 and held it in 5 quarters. The position peaked at $399K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • West Family Investments reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • West Family Investments sold 3,839 Citrix Systems Inc shares in Q4 2022, an estimated $399K.
  • West Family Investments first reported a position in Citrix Systems Inc in Q2 2021 and held it in 5 quarters.
  • West Family Investments's Citrix Systems Inc position peaked at $399K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on West Family Investments's 13F filing for Q4 2022, filed 8 Feb 2023.