GW & Wade’s Citrix Systems Inc CTXS Stock Holding History

GW & Wade’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 Q3	–	Sell	-1,356	Closed	-$201K	–	254
2020 Q2	$201K	Buy	+1,356	New	+$195K	0.02%	233

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCOV

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

GW & Wade's CTXS Position: Q3 2020 in Review

GW & Wade sold out of Citrix Systems Inc (CTXS) in Q3 2020, closing a stake of 1,356 shares — an estimated $201K sold.

GW & Wade first reported a position in CTXS in Q2 2020 and held it in 1 quarter. The position peaked at $201K in Q2 2020. 688 funds tracked by Wall St. Rank hold CTXS as of Q3 2020.

GW & Wade reported no remaining Citrix Systems Inc position as of Q3 2020 after selling out during the quarter.
GW & Wade sold 1,356 Citrix Systems Inc shares in Q3 2020, an estimated $201K.
GW & Wade first reported a position in Citrix Systems Inc in Q2 2020 and held it in 1 quarter.
GW & Wade's Citrix Systems Inc position peaked at $201K in Q2 2020.
688 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2020.

Based on GW & Wade's 13F filing for Q3 2020, filed 9 Nov 2020.