CPC
CTXS

Consolidated Planning Corp’s Citrix Systems Inc CTXS Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-511
Closed -$55K – 501
2021
Q3 		$55K Buy
+511
New +$55.2K 0.04% 161

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Planning Corp's CTXS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 511 shares — an estimated $55K sold.

Consolidated Planning Corp first reported a position in CTXS in Q3 2021 and held it in 1 quarter. The position peaked at $55K in Q3 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 511 Citrix Systems Inc shares in Q4 2021, an estimated $55K.
  • Consolidated Planning Corp first reported a position in Citrix Systems Inc in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Citrix Systems Inc position peaked at $55K in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.