EWM
CTXS

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

Empirical 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
Q2 		– Sell
-2,342
Closed -$329K – 459
2021
Q1 		$329K Sell
2,342
-3,926
-63% -$526K 0.03% 310
2020
Q4 		$815K Buy
6,268
+1,511
+32% +$192K 0.06% 178
2020
Q3 		$655K Sell
4,757
-640
-12% -$91.4K 0.06% 175
2020
Q2 		$798K Buy
+5,397
New +$776K 0.07% 148

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Empirical Wealth Management's CTXS Position: Q2 2021 in Review

Empirical Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 2,342 shares — an estimated $329K sold.

Empirical Wealth Management first reported a position in CTXS in Q2 2020 and held it in 4 quarters. The position peaked at $815K in Q4 2020. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Empirical Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 2,342 Citrix Systems Inc shares in Q2 2021, an estimated $329K.
  • Empirical Wealth Management first reported a position in Citrix Systems Inc in Q2 2020 and held it in 4 quarters.
  • Empirical Wealth Management's Citrix Systems Inc position peaked at $815K in Q4 2020.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Empirical Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.