BWP
CTXS

Baldwin Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Baldwin Wealth 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
2020
Q2 		– Sell
-28
Closed -$4K – 563
2020
Q1 		$4K Hold
28
– – ﹤0.01% 489
2019
Q4 		$3K Sell
28
-16
-36% -$1.72K ﹤0.01% 510
2019
Q3 		$4K Sell
44
-3,315
-99% -$317K ﹤0.01% 486
2019
Q2 		$330K Sell
3,359
-777
-19% -$76.2K 0.05% 161
2019
Q1 		$412K Sell
4,136
-3,425
-45% -$355K 0.06% 144
2018
Q4 		$775K Hold
7,561
– – 0.13% 90
2018
Q3 		$840K Sell
7,561
-2,520
-25% -$279K 0.12% 101
2018
Q2 		$1.06M Hold
10,081
– – 0.16% 85
2018
Q1 		$936K Hold
10,081
– – 0.15% 89
2017
Q4 		$887K Buy
10,081
+351
+4% +$29.7K 0.14% 98
2017
Q3 		$747K Hold
9,730
– – 0.12% 105
2017
Q2 		$774K Hold
9,730
– – 0.12% 100
2017
Q1 		$811K Sell
9,730
-3,114
-24% -$243K 0.13% 100
2016
Q4 		$913K Buy
12,844
+4,973
+63% +$344K 0.16% 82
2016
Q3 		$534K Sell
7,871
-171
-2% -$11.6K 0.1% 122
2016
Q2 		$513K Sell
8,042
-1,888
-19% -$124K 0.11% 112
2016
Q1 		$621K Sell
9,930
-2,644
-21% -$150K 0.11% 130
2015
Q4 		$757K Buy
+12,574
New +$772K 0.12% 136

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

Baldwin Wealth Partners's CTXS Position: Q2 2020 in Review

Baldwin Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q2 2020, closing a stake of 28 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in CTXS in Q4 2015 and held it in 18 quarters. The position peaked at $1.06M in Q2 2018. 689 funds tracked by Wall St. Rank hold CTXS as of Q2 2020.

  • Baldwin Wealth Partners reported no remaining Citrix Systems Inc position as of Q2 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 28 Citrix Systems Inc shares in Q2 2020, an estimated $4K.
  • Baldwin Wealth Partners first reported a position in Citrix Systems Inc in Q4 2015 and held it in 18 quarters.
  • Baldwin Wealth Partners's Citrix Systems Inc position peaked at $1.06M in Q2 2018.
  • 689 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2020.

Based on Baldwin Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.