KA
CTXS

Kaizen Advisory’s Citrix Systems Inc CTXS Stock Holding History

Kaizen Advisory’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
2018
Q4 		$36K Buy
347
+23
+7% +$2.43K 0.03% 391
2018
Q3 		$36K Hold
324
– – 0.02% 405
2018
Q2 		$34K Buy
324
+179
+123% +$18.4K 0.02% 422
2018
Q1 		$13K Hold
145
– – 0.01% 433
2017
Q4 		$13K Buy
+145
New +$12.3K 0.01% 432

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kaizen Advisory's CTXS Position: Q4 2018 in Review

Kaizen Advisory increased its Citrix Systems Inc (CTXS) stake by 7.1% in Q4 2018, buying an estimated $2.43K and bringing the position to 347 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #391.

Kaizen Advisory first reported a position in CTXS in Q4 2017 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold CTXS as of Q4 2018.

  • Kaizen Advisory held 347 shares of Citrix Systems Inc worth $36K as of Q4 2018.
  • Kaizen Advisory bought 23 Citrix Systems Inc shares in Q4 2018, an estimated $2.43K.
  • Citrix Systems Inc made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #391 holding.
  • Kaizen Advisory first reported a position in Citrix Systems Inc in Q4 2017 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.