GA
CTXS

Geller Advisors’s Citrix Systems Inc CTXS Stock Holding History

Geller 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
Q2 		– Sell
-3,466
Closed -$491K – 105
2020
Q1 		$491K Sell
3,466
-1,583
-31% -$189K 0.14% 23
2019
Q4 		$560K Sell
5,049
-1,173
-19% -$126K 0.17% 22
2019
Q3 		$601K Buy
+6,222
New +$595K 0.22% 21

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
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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geller Advisors's CTXS Position: Q2 2020 in Review

Geller Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2020, closing a stake of 3,466 shares — an estimated $491K sold.

Geller Advisors first reported a position in CTXS in Q3 2019 and held it in 3 quarters. The position peaked at $601K in Q3 2019. 689 funds tracked by Wall St. Rank hold CTXS as of Q2 2020.

  • Geller Advisors reported no remaining Citrix Systems Inc position as of Q2 2020 after selling out during the quarter.
  • Geller Advisors sold 3,466 Citrix Systems Inc shares in Q2 2020, an estimated $491K.
  • Geller Advisors first reported a position in Citrix Systems Inc in Q3 2019 and held it in 3 quarters.
  • Geller Advisors's Citrix Systems Inc position peaked at $601K in Q3 2019.
  • 689 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.