IAA
CTXS

Independent Advisor Alliance’s Citrix Systems Inc CTXS Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-5,901
Closed -$828K – 653
2021
Q1 		$828K Hold
5,901
– – 0.05% 283
2020
Q4 		$768K Sell
5,901
-33,571
-85% -$4.27M 0.05% 262
2020
Q3 		$5.44M Buy
+39,472
New +$5.64M 0.41% 68
2018
Q2 		– Sell
-4,488
Closed -$410K – 389
2018
Q1 		$410K Sell
4,488
-166
-4% -$15.3K 0.09% 212
2017
Q4 		$423K Buy
+4,654
New +$394K 0.09% 199

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Independent Advisor Alliance's CTXS Position: Q2 2021 in Review

Independent Advisor Alliance sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 5,901 shares — an estimated $828K sold.

Independent Advisor Alliance first reported a position in CTXS in Q4 2017 and held it in 5 quarters. The position peaked at $5.44M in Q3 2020. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Independent Advisor Alliance reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,901 Citrix Systems Inc shares in Q2 2021, an estimated $828K.
  • Independent Advisor Alliance first reported a position in Citrix Systems Inc in Q4 2017 and held it in 5 quarters.
  • Independent Advisor Alliance's Citrix Systems Inc position peaked at $5.44M in Q3 2020.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.