IWP
CTXS

Icon Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Icon Wealth Partners’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
Q4 		– Sell
-2,301
Closed -$247K – 354
2021
Q3 		$247K Sell
2,301
-1,393
-38% -$150K 0.03% 314
2021
Q2 		$433K Buy
3,694
+412
+13% +$51.3K 0.05% 239
2021
Q1 		$461K Buy
3,282
+367
+13% +$49.2K 0.06% 220
2020
Q4 		$379K Buy
2,915
+394
+16% +$50.1K 0.06% 204
2020
Q3 		$347K Buy
2,521
+684
+37% +$97.7K 0.07% 180
2020
Q2 		$272K Sell
1,837
-106
-5% -$15.3K 0.07% 202
2020
Q1 		$275K Buy
1,943
+101
+5% +$12K 0.11% 110
2019
Q4 		$204K Buy
+1,842
New +$198K 0.06% 165
2019
Q2 		– Sell
-1,670
Closed -$166K – 834
2019
Q1 		$166K Sell
1,670
-100
-6% -$10.4K 0.06% 168
2018
Q4 		$181K Sell
1,770
-38
-2% -$4.01K 0.09% 148
2018
Q3 		$201K Sell
1,808
-22
-1% -$2.43K 0.08% 174
2018
Q2 		$192K Sell
1,830
-89
-5% -$9.16K 0.08% 161
2018
Q1 		$178K Sell
1,919
-30
-2% -$2.76K 0.1% 174
2017
Q4 		$172K Buy
+1,949
New +$165K 0.09% 193

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Partners's CTXS Position: Q4 2021 in Review

Icon Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 2,301 shares — an estimated $247K sold.

Icon Wealth Partners first reported a position in CTXS in Q4 2017 and held it in 14 quarters. The position peaked at $461K in Q1 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Icon Wealth Partners reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 2,301 Citrix Systems Inc shares in Q4 2021, an estimated $247K.
  • Icon Wealth Partners first reported a position in Citrix Systems Inc in Q4 2017 and held it in 14 quarters.
  • Icon Wealth Partners's Citrix Systems Inc position peaked at $461K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Icon Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.