EWA
CTXS

Evolution Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

Evolution Wealth 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
2020
Q4 		– Sell
-14
Closed -$2K – 650
2020
Q3 		$2K Buy
+14
New +$2K ﹤0.01% 577

Other funds holding CTXS

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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
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
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Evolution Wealth Advisors's CTXS Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2020, closing a stake of 14 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in CTXS in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 700 funds tracked by Wall St. Rank hold CTXS as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 14 Citrix Systems Inc shares in Q4 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Citrix Systems Inc in Q3 2020 and held it in 1 quarter.
  • Evolution Wealth Advisors's Citrix Systems Inc position peaked at $2K in Q3 2020.
  • 700 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.