GWAG
CTXS

Garrett Wealth Advisory Group’s Citrix Systems Inc CTXS Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-135
Closed -$13K – 691
2019
Q3 		$13K Buy
+135
New +$12.9K 0.01% 252

Other funds holding CTXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's CTXS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Citrix Systems Inc (CTXS) in Q4 2019, closing a stake of 135 shares — an estimated $13K sold.

Garrett Wealth Advisory Group first reported a position in CTXS in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 628 funds tracked by Wall St. Rank hold CTXS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Citrix Systems Inc position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 135 Citrix Systems Inc shares in Q4 2019, an estimated $13K.
  • Garrett Wealth Advisory Group first reported a position in Citrix Systems Inc in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Citrix Systems Inc position peaked at $13K in Q3 2019.
  • 628 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.