Atria Investments’s Citrix Systems Inc CTXS Stock Holding History

Atria Investments’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 Q2	–	Sell	-9,172	Closed	-$1.29M	–	797
2021 Q1	$1.29M	Buy	9,172 +502	+6%	+$67.3K	0.03%	609
2020 Q4	$1.13M	Buy	+8,670	New	+$1.1M	0.03%	635
2020 Q1	–	Sell	-4,878	Closed	-$541K	–	1250
2019 Q4	$541K	Buy	+4,878	New	+$525K	0.01%	759
2019 Q3	–	Sell	-2,460	Closed	-$225K	–	998
2019 Q2	$225K	Sell	2,460 -895	-27%	-$87.8K	0.01%	861
2019 Q1	$334K	Sell	3,355 -478	-12%	-$49.6K	0.01%	659
2018 Q4	$393K	Buy	3,833 +305	+9%	+$32.2K	0.02%	577
2018 Q3	$392K	Buy	3,528 +1,234	+54%	+$137K	0.02%	675
2018 Q2	$241K	Buy	+2,294	New	+$236K	0.01%	817
2017 Q4	–	Sell	-3,708	Closed	-$285K	–	889
2017 Q3	$285K	Buy	3,708 +750	+25%	+$58.3K	0.02%	622
2017 Q2	$235K	Buy	+2,958	New	+$245K	0.01%	648

Other funds holding CTXS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Atria Investments's CTXS Position: Q2 2021 in Review

Atria Investments sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 9,172 shares — an estimated $1.29M sold.

Atria Investments first reported a position in CTXS in Q2 2017 and held it in 10 quarters. The position peaked at $1.29M in Q1 2021. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

Atria Investments reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
Atria Investments sold 9,172 Citrix Systems Inc shares in Q2 2021, an estimated $1.29M.
Atria Investments first reported a position in Citrix Systems Inc in Q2 2017 and held it in 10 quarters.
Atria Investments's Citrix Systems Inc position peaked at $1.29M in Q1 2021.
636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Atria Investments's 13F filing for Q2 2021, filed 10 Aug 2021.