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JCM
CTXS
Jacobi Capital Management’s
Citrix Systems Inc
CTXS
Stock Holding History
Jacobi Capital Management’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
-32
Closed
-$3K
–
1432
2021
Q3
$3K
Hold
32
–
–
﹤0.01%
1304
2021
Q2
$4K
Hold
32
–
–
﹤0.01%
1213
2021
Q1
$4K
Sell
32
-176
-85%
-$23.6K
﹤0.01%
1178
2020
Q4
$27K
Buy
208
+8
+4%
+$1.02K
﹤0.01%
666
2020
Q3
$28K
Hold
200
–
–
﹤0.01%
598
2020
Q2
$30K
Hold
200
–
–
0.01%
562
2020
Q1
$28K
Buy
200
+176
+733%
+$21K
0.01%
511
2019
Q4
$3K
Hold
24
–
–
﹤0.01%
939
2019
Q3
$2K
Hold
24
–
–
﹤0.01%
968
2019
Q2
$2K
Hold
24
–
–
﹤0.01%
960
2019
Q1
$2K
Hold
24
–
–
﹤0.01%
911
2018
Q4
$2K
Hold
24
–
–
﹤0.01%
878
2018
Q3
$3K
Hold
24
–
–
﹤0.01%
870
2018
Q2
$3K
Hold
24
–
–
﹤0.01%
906
2018
Q1
$2K
Hold
24
–
–
﹤0.01%
911
2017
Q4
$2K
Hold
24
–
–
﹤0.01%
864
2017
Q3
$2K
Hold
24
–
–
﹤0.01%
852
2017
Q2
$2K
Hold
24
–
–
﹤0.01%
776
2017
Q1
$2K
Buy
+24
New
+$1.87K
﹤0.01%
649
2016
Q4
–
Sell
-30
Closed
-$2K
–
733
2016
Q3
$2K
Hold
30
–
–
﹤0.01%
666
2016
Q2
$2K
Buy
+30
New
+$1.97K
﹤0.01%
657
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1-Year Est. Return
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1-Year Est. Return
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$140B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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