AWM
CTXS

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

Affinity 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
2020
Q2 		– Sell
-11,591
Closed -$1.65M – 69
2020
Q1 		$1.65M Buy
+11,591
New +$1.38M 0.99% 17

Other funds holding CTXS

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
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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Wealth Management's CTXS Position: Q2 2020 in Review

Affinity Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2020, closing a stake of 11,591 shares — an estimated $1.65M sold.

Affinity Wealth Management first reported a position in CTXS in Q1 2020 and held it in 1 quarter. The position peaked at $1.65M in Q1 2020. 689 funds tracked by Wall St. Rank hold CTXS as of Q2 2020.

  • Affinity Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 11,591 Citrix Systems Inc shares in Q2 2020, an estimated $1.65M.
  • Affinity Wealth Management first reported a position in Citrix Systems Inc in Q1 2020 and held it in 1 quarter.
  • Affinity Wealth Management's Citrix Systems Inc position peaked at $1.65M in Q1 2020.
  • 689 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2020.

Based on Affinity Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.