ZIG
CTXS

Zullo Investment Group’s Citrix Systems Inc CTXS Stock Holding History

Zullo Investment Group’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
-577
Closed -$60K – 791
2022
Q3 		$60K Hold
577
– – 0.04% 251
2022
Q2 		$56K Sell
577
-45
-7% -$4.48K 0.04% 273
2022
Q1 		$63K Sell
622
-173
-22% -$17.5K 0.03% 275
2021
Q4 		$75K Buy
+795
New +$72.6K 0.04% 255

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

Zullo Investment Group's CTXS Position: Q4 2022 in Review

Zullo Investment Group sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 577 shares — an estimated $60K sold.

Zullo Investment Group first reported a position in CTXS in Q4 2021 and held it in 4 quarters. The position peaked at $75K in Q4 2021. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Zullo Investment Group reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Zullo Investment Group sold 577 Citrix Systems Inc shares in Q4 2022, an estimated $60K.
  • Zullo Investment Group first reported a position in Citrix Systems Inc in Q4 2021 and held it in 4 quarters.
  • Zullo Investment Group's Citrix Systems Inc position peaked at $75K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Zullo Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.