CWM
CTXS

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

Cordatus 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
2021
Q1 		$537K Buy
3,823
+1,192
+45% +$160K 0.21% 126
2020
Q4 		$342K Sell
2,631
-8,331
-76% -$1.06M 0.14% 128
2020
Q3 		$1.51M Buy
+10,962
New +$1.57M 0.73% 50

Other funds holding CTXS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cordatus Wealth Management's CTXS Position: Q1 2021 in Review

Cordatus Wealth Management increased its Citrix Systems Inc (CTXS) stake by 45% in Q1 2021, buying an estimated $160K and bringing the position to 3,823 shares worth $537K. The position accounts for 0.21% of the portfolio, ranked #126.

Cordatus Wealth Management first reported a position in CTXS in Q3 2020 and has held it in 3 quarters since. The position peaked at $1.51M in Q3 2020. 681 funds tracked by Wall St. Rank hold CTXS as of Q1 2021.

  • Cordatus Wealth Management held 3,823 shares of Citrix Systems Inc worth $537K as of Q1 2021.
  • Cordatus Wealth Management bought 1,192 Citrix Systems Inc shares in Q1 2021, an estimated $160K.
  • Citrix Systems Inc made up 0.21% of Cordatus Wealth Management's portfolio in Q1 2021, its #126 holding.
  • Cordatus Wealth Management first reported a position in Citrix Systems Inc in Q3 2020 and has held it in 3 quarters since.
  • Cordatus Wealth Management's Citrix Systems Inc position peaked at $1.51M in Q3 2020.
  • 681 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.