BerganKDV Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

BerganKDV Wealth Management’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
2022 Q1	–	Sell	-7	Closed	-$1K	–	1132
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1043
2021 Q3	$1K	Buy	7 +2	+40%	+$216	﹤0.01%	1024
2021 Q2	$1K	Sell	5 -3	-38%	-$374	﹤0.01%	970
2021 Q1	$1K	Sell	8 -4	-33%	-$536	﹤0.01%	918
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	816
2020 Q3	$2K	Buy	12 +6	+100%	+$857	﹤0.01%	742
2020 Q2	$1K	Sell	6 -21	-78%	-$3.02K	﹤0.01%	932
2020 Q1	$4K	Buy	27 +6	+29%	+$716	﹤0.01%	641
2019 Q4	$2K	Buy	+21	New	+$2.26K	﹤0.01%	810

Other funds holding CTXS

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BerganKDV Wealth Management's CTXS Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Citrix Systems Inc (CTXS) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in CTXS in Q4 2019 and held it in 9 quarters. The position peaked at $4K in Q1 2020. 576 funds tracked by Wall St. Rank hold CTXS as of Q1 2022.

BerganKDV Wealth Management reported no remaining Citrix Systems Inc position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 7 Citrix Systems Inc shares in Q1 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in Citrix Systems Inc in Q4 2019 and held it in 9 quarters.
BerganKDV Wealth Management's Citrix Systems Inc position peaked at $4K in Q1 2020.
576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.