WAM
CTXS

WFA Asset Management’s Citrix Systems Inc CTXS Stock Holding History

WFA Asset 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
-142
Closed -$14.8K – 247
2022
Q3 		$14.8K Sell
142
-157
-53% -$16.1K 0.01% 140
2022
Q2 		$29K Hold
299
– – 0.02% 110
2022
Q1 		$30.1K Hold
299
– – 0.02% 111
2021
Q4 		$28.3K Buy
+299
New +$27.3K 0.02% 112

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

WFA Asset Management's CTXS Position: Q4 2022 in Review

WFA Asset Management sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 142 shares — an estimated $14.8K sold.

WFA Asset Management first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $30.1K in Q1 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • WFA Asset Management reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • WFA Asset Management sold 142 Citrix Systems Inc shares in Q4 2022, an estimated $14.8K.
  • WFA Asset Management first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • WFA Asset Management's Citrix Systems Inc position peaked at $30.1K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on WFA Asset Management's 13F filing for Q4 2022, filed 13 Oct 2023.