AWA
CTXS

Arkadios Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-323
Closed -$34K – 1918
2021
Q3 		$34K Sell
323
-114
-26% -$12.3K ﹤0.01% 1026
2021
Q2 		$51K Buy
437
+173
+66% +$21.5K 0.01% 922
2021
Q1 		$37K Buy
264
+129
+96% +$17.3K 0.01% 784
2020
Q4 		$17K Sell
135
-61
-31% -$7.76K ﹤0.01% 817
2020
Q3 		$27.1K Buy
196
+1
+0.5% +$143 0.01% 538
2020
Q2 		$30K Buy
195
+120
+160% +$17.3K 0.02% 467
2020
Q1 		$10.6K Hold
75
– – 0.01% 623
2019
Q4 		$9.22K Buy
+75
New +$8.07K 0.01% 606

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's CTXS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 323 shares — an estimated $34K sold.

Arkadios Wealth Advisors first reported a position in CTXS in Q4 2019 and held it in 8 quarters. The position peaked at $51K in Q2 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 323 Citrix Systems Inc shares in Q4 2021, an estimated $34K.
  • Arkadios Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Citrix Systems Inc position peaked at $51K in Q2 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.