Kovitz Investment Group Partners
CTXS

Kovitz Investment Group Partners’s Citrix Systems Inc CTXS Stock Holding History

Kovitz Investment Group Partners’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
2022
Q1 		– Sell
-7,528
Closed -$979K – 473
2021
Q4 		$979K Buy
+7,528
New +$688K 0.02% 277
2021
Q2 		– Sell
-9,583
Closed -$1.34M – 447
2021
Q1 		$1.34M Buy
9,583
+2,055
+27% +$275K 0.03% 249
2020
Q4 		$979K Buy
+7,528
New +$957K 0.02% 273
2019
Q4 		– Sell
-25,155
Closed -$2.43M – 380
2019
Q3 		$2.43M Buy
+25,155
New +$2.41M 0.08% 181

Other funds holding CTXS

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kovitz Investment Group Partners's CTXS Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of Citrix Systems Inc (CTXS) in Q1 2022, closing a stake of 7,528 shares — an estimated $979K sold.

Kovitz Investment Group Partners first reported a position in CTXS in Q3 2019 and held it in 4 quarters. The position peaked at $2.43M in Q3 2019. 576 funds tracked by Wall St. Rank hold CTXS as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining Citrix Systems Inc position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,528 Citrix Systems Inc shares in Q1 2022, an estimated $979K.
  • Kovitz Investment Group Partners first reported a position in Citrix Systems Inc in Q3 2019 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Citrix Systems Inc position peaked at $2.43M in Q3 2019.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.