APP
CTXS

Avantax Planning Partners’s Citrix Systems Inc CTXS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-237
Closed -$26K – 1302
2018
Q3 		$26K Buy
+237
New +$26.2K ﹤0.01% 641
2018
Q2 		– Sell
-182
Closed -$17K – 1624
2018
Q1 		$17K Buy
+182
New +$16.7K ﹤0.01% 848

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avantax Planning Partners's CTXS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Citrix Systems Inc (CTXS) in Q4 2018, closing a stake of 237 shares — an estimated $26K sold.

Avantax Planning Partners first reported a position in CTXS in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 640 funds tracked by Wall St. Rank hold CTXS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Citrix Systems Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 237 Citrix Systems Inc shares in Q4 2018, an estimated $26K.
  • Avantax Planning Partners first reported a position in Citrix Systems Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Citrix Systems Inc position peaked at $26K in Q3 2018.
  • 640 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.