AWM
CTXS

Accel Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Accel Wealth 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
2021
Q3 		– Sell
-20
Closed -$2K – 899
2021
Q2 		$2K Hold
20
– – ﹤0.01% 875
2021
Q1 		$3K Hold
20
– – ﹤0.01% 814
2020
Q4 		$3K Buy
+20
New +$2.54K ﹤0.01% 772

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's CTXS Position: Q3 2021 in Review

Accel Wealth Management sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 20 shares — an estimated $2K sold.

Accel Wealth Management first reported a position in CTXS in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 580 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Accel Wealth Management reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 20 Citrix Systems Inc shares in Q3 2021, an estimated $2K.
  • Accel Wealth Management first reported a position in Citrix Systems Inc in Q4 2020 and held it in 3 quarters.
  • Accel Wealth Management's Citrix Systems Inc position peaked at $3K in Q1 2021.
  • 580 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.