Berman Capital Advisors’s Citrix Systems Inc CTXS Stock Holding History

Berman Capital 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	$45K	Buy	423 +298	+238%	+$32.2K	0.01%	721
2021 Q2	$14K	Buy	125 +34	+37%	+$4.23K	﹤0.01%	1041
2021 Q1	$12K	Sell	91 -2	-2%	-$268	﹤0.01%	988
2020 Q4	$12K	Sell	93 -54	-37%	-$6.87K	﹤0.01%	866
2020 Q3	$19K	Buy	147 +56	+62%	+$8K	0.01%	612
2020 Q2	$12K	Buy	91 +15	+20%	+$2.16K	﹤0.01%	705
2020 Q1	$10K	Buy	76 +10	+15%	+$1.19K	﹤0.01%	678
2019 Q4	$7K	Buy	66 +12	+22%	+$1.29K	﹤0.01%	899
2019 Q3	$5K	Sell	54 -37	-41%	-$3.54K	﹤0.01%	975
2019 Q2	$8K	Buy	91 +62	+214%	+$6.08K	﹤0.01%	839
2019 Q1	$2K	Sell	29 -10	-26%	-$1.04K	﹤0.01%	1151
2018 Q4	$3K	Buy	+39	New	+$4.12K	﹤0.01%	834

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Berman Capital Advisors's CTXS Position: Q3 2021 in Review

Berman Capital Advisors increased its Citrix Systems Inc (CTXS) stake by 238% in Q3 2021, buying an estimated $32.2K and bringing the position to 423 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #721.

Berman Capital Advisors first reported a position in CTXS in Q4 2018 and has held it in 12 quarters since. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

Berman Capital Advisors held 423 shares of Citrix Systems Inc worth $45K as of Q3 2021.
Berman Capital Advisors bought 298 Citrix Systems Inc shares in Q3 2021, an estimated $32.2K.
Citrix Systems Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #721 holding.
Berman Capital Advisors first reported a position in Citrix Systems Inc in Q4 2018 and has held it in 12 quarters since.
579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.