GFPC
CTXS

Global Financial Private Client’s Citrix Systems Inc CTXS Stock Holding History

Global Financial Private Client’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 		– Sell
-984
Closed -$128K – 595
2020
Q4 		$128K Buy
984
+165
+20% +$21K 0.1% 122
2020
Q3 		$114K Sell
819
-180
-18% -$25.7K 0.1% 124
2020
Q2 		$149K Buy
999
+125
+14% +$18K 0.13% 121
2020
Q1 		$122K Buy
+874
New +$104K 0.13% 125

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 $15.1B AUM 23.54% 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

Global Financial Private Client's CTXS Position: Q1 2021 in Review

Global Financial Private Client sold out of Citrix Systems Inc (CTXS) in Q1 2021, closing a stake of 984 shares — an estimated $128K sold.

Global Financial Private Client first reported a position in CTXS in Q1 2020 and held it in 4 quarters. The position peaked at $149K in Q2 2020. 681 funds tracked by Wall St. Rank hold CTXS as of Q1 2021.

  • Global Financial Private Client reported no remaining Citrix Systems Inc position as of Q1 2021 after selling out during the quarter.
  • Global Financial Private Client sold 984 Citrix Systems Inc shares in Q1 2021, an estimated $128K.
  • Global Financial Private Client first reported a position in Citrix Systems Inc in Q1 2020 and held it in 4 quarters.
  • Global Financial Private Client's Citrix Systems Inc position peaked at $149K in Q2 2020.
  • 681 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.