BWA
CTXS

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

BDO 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
Q3 		– Sell
-38
Closed -$4K – 1153
2021
Q2 		$4K Hold
38
– – ﹤0.01% 923
2021
Q1 		$5K Hold
38
– – ﹤0.01% 866
2020
Q4 		$5K Hold
38
– – ﹤0.01% 650
2020
Q3 		$5K Hold
38
– – ﹤0.01% 572
2020
Q2 		$6K Hold
38
– – ﹤0.01% 553
2020
Q1 		$5K Hold
38
– – ﹤0.01% 614
2019
Q4 		$4K Buy
38
+1
+3% +$108 ﹤0.01% 537
2019
Q3 		$4K Sell
37
-16
-30% -$1.53K ﹤0.01% 564
2019
Q2 		$5K Sell
53
-30
-36% -$2.94K ﹤0.01% 510
2019
Q1 		$8K Hold
83
– – ﹤0.01% 445
2018
Q4 		$8K Sell
83
-66
-44% -$6.97K ﹤0.01% 430
2018
Q3 		$17K Hold
149
– – 0.01% 403
2018
Q2 		$16K Sell
149
-200
-57% -$20.6K 0.01% 410
2018
Q1 		$32K Buy
349
+149
+75% +$13.7K 0.01% 283
2017
Q4 		$18K Hold
200
– – 0.01% 286
2017
Q3 		$15K Sell
200
-149
-43% -$11.6K 0.01% 282
2017
Q2 		$28K Buy
+349
New +$28.9K 0.01% 278

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's CTXS Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 38 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in CTXS in Q2 2017 and held it in 17 quarters. The position peaked at $32K in Q1 2018. 580 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 38 Citrix Systems Inc shares in Q3 2021, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Citrix Systems Inc in Q2 2017 and held it in 17 quarters.
  • BDO Wealth Advisors's Citrix Systems Inc position peaked at $32K in Q1 2018.
  • 580 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.