JWCA
CTXS

J.W. Coons Advisors’s Citrix Systems Inc CTXS Stock Holding History

J.W. Coons 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
2021
Q2 		– Sell
-1,550
Closed -$217K – 221
2021
Q1 		$217K Hold
1,550
– – 0.08% 208
2020
Q4 		$202K Buy
1,550
+100
+7% +$12.7K 0.08% 201
2020
Q3 		$201K Hold
1,450
– – 0.08% 192
2020
Q2 		$215K Hold
1,450
– – 0.1% 186
2020
Q1 		$205K Buy
+1,450
New +$173K 0.11% 178

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

J.W. Coons Advisors's CTXS Position: Q2 2021 in Review

J.W. Coons Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 1,550 shares — an estimated $217K sold.

J.W. Coons Advisors first reported a position in CTXS in Q1 2020 and held it in 5 quarters. The position peaked at $217K in Q1 2021. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • J.W. Coons Advisors reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • J.W. Coons Advisors sold 1,550 Citrix Systems Inc shares in Q2 2021, an estimated $217K.
  • J.W. Coons Advisors first reported a position in Citrix Systems Inc in Q1 2020 and held it in 5 quarters.
  • J.W. Coons Advisors's Citrix Systems Inc position peaked at $217K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on J.W. Coons Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.