JGIA
CTXS

Jackson Grant Investment Advisers’s Citrix Systems Inc CTXS Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-104
Closed -$12K – 379
2021
Q2 		$12K Buy
104
+6
+6% +$747 0.01% 339
2021
Q1 		$14K Buy
+98
New +$13.1K 0.01% 320
2019
Q1 		– Sell
-59
Closed -$6K – 260
2018
Q4 		$6K Buy
+59
New +$6.23K ﹤0.01% 209

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 $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Grant Investment Advisers's CTXS Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 104 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in CTXS in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 104 Citrix Systems Inc shares in Q3 2021, an estimated $12K.
  • Jackson Grant Investment Advisers first reported a position in Citrix Systems Inc in Q4 2018 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Citrix Systems Inc position peaked at $14K in Q1 2021.
  • 579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.