YIA
CTXS

YHB Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

YHB Investment 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
-1,938
Closed -$201K – 293
2022
Q3 		$201K Sell
1,938
-925
-32% -$94.7K 0.02% 277
2022
Q2 		$278K Sell
2,863
-840
-23% -$83.6K 0.03% 229
2022
Q1 		$374K Sell
3,703
-19,645
-84% -$1.98M 0.03% 216
2021
Q4 		$2.21M Sell
23,348
-4,989
-18% -$456K 0.18% 120
2021
Q3 		$3.04M Sell
28,337
-6,877
-20% -$742K 0.26% 100
2021
Q2 		$4.13M Buy
35,214
+344
+1% +$42.8K 0.35% 76
2021
Q1 		$4.9M Buy
34,870
+462
+1% +$61.9K 0.42% 65
2020
Q4 		$4.48M Buy
34,408
+739
+2% +$94K 0.43% 66
2020
Q3 		$4.64M Sell
33,669
-1,592
-5% -$227K 0.5% 59
2020
Q2 		$5.21M Buy
35,261
+1,037
+3% +$149K 0.75% 42
2020
Q1 		$4.84M Buy
34,224
+1,860
+6% +$222K 0.84% 40
2019
Q4 		$3.59M Buy
32,364
+315
+1% +$33.9K 0.51% 60
2019
Q3 		$3.09M Buy
32,049
+2,070
+7% +$198K 0.47% 62
2019
Q2 		$2.94M Buy
29,979
+325
+1% +$31.9K 0.47% 63
2019
Q1 		$2.96M Buy
29,654
+3,256
+12% +$338K 0.46% 61
2018
Q4 		$2.71M Buy
26,398
+2,140
+9% +$226K 0.48% 58
2018
Q3 		$2.7M Buy
24,258
+463
+2% +$51.2K 0.41% 70
2018
Q2 		$2.5M Buy
23,795
+809
+4% +$83.3K 0.41% 74
2018
Q1 		$2.13M Buy
22,986
+188
+0.8% +$17.3K 0.36% 83
2017
Q4 		$2.01M Buy
22,798
+1,838
+9% +$156K 0.34% 82
2017
Q3 		$1.61M Sell
20,960
-2,060
-9% -$160K 0.29% 91
2017
Q2 		$1.83M Buy
23,020
+2,928
+15% +$243K 0.31% 81
2017
Q1 		$1.63M Sell
20,092
-4,723
-19% -$368K 0.31% 81
2016
Q4 		$1.76M Buy
24,815
+32
+0.1% +$2.21K 0.37% 78
2016
Q3 		$1.68M Buy
24,783
+414
+2% +$28.2K 0.41% 73
2016
Q2 		$1.55M Buy
24,369
+258
+1% +$17K 0.34% 78
2016
Q1 		$1.51M Buy
24,111
+2,128
+10% +$120K 0.41% 70
2015
Q4 		$1.32M Buy
21,983
+1,080
+5% +$66.3K 0.3% 87
2015
Q3 		$1.15M Buy
20,903
+1,225
+6% +$69.7K 0.27% 95
2015
Q2 		$1.1M Buy
19,678
+2,153
+12% +$114K 0.24% 100
2015
Q1 		$891K Buy
17,525
+1,947
+12% +$95.9K 0.2% 104
2014
Q4 		$791K Buy
15,578
+979
+7% +$50.6K 0.18% 110
2014
Q3 		$829K Buy
14,599
+678
+5% +$36.9K 0.2% 105
2014
Q2 		$693K Buy
13,921
+1,319
+10% +$63.4K 0.17% 106
2014
Q1 		$576K Buy
12,602
+688
+6% +$32.4K 0.15% 111
2013
Q4 		$600K Buy
11,914
+3,309
+38% +$158K 0.16% 106
2013
Q3 		$484K Sell
8,605
-26
-0.3% -$1.45K 0.14% 110
2013
Q2 		$415K Buy
+8,631
New +$445K 0.13% 119

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

YHB Investment Advisors's CTXS Position: Q4 2022 in Review

YHB Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 1,938 shares — an estimated $201K sold.

YHB Investment Advisors first reported a position in CTXS in Q2 2013 and held it in 38 quarters. The position peaked at $5.21M in Q2 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • YHB Investment Advisors reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 1,938 Citrix Systems Inc shares in Q4 2022, an estimated $201K.
  • YHB Investment Advisors first reported a position in Citrix Systems Inc in Q2 2013 and held it in 38 quarters.
  • YHB Investment Advisors's Citrix Systems Inc position peaked at $5.21M in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.