LFA
CTXS

Legacy Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-377
Closed -$38K – 976
2019
Q1 		$38K Buy
377
+327
+654% +$33.9K 0.01% 324
2018
Q4 		$5K Hold
50
– – ﹤0.01% 755
2018
Q3 		$5K Hold
50
– – ﹤0.01% 707
2018
Q2 		$5K Hold
50
– – ﹤0.01% 716
2018
Q1 		$4K Hold
50
– – ﹤0.01% 699
2017
Q4 		$4K Buy
+50
New +$4.24K ﹤0.01% 682

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Legacy Financial Advisors's CTXS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 377 shares — an estimated $38K sold.

Legacy Financial Advisors first reported a position in CTXS in Q4 2017 and held it in 6 quarters. The position peaked at $38K in Q1 2019. 606 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 377 Citrix Systems Inc shares in Q2 2019, an estimated $38K.
  • Legacy Financial Advisors first reported a position in Citrix Systems Inc in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Citrix Systems Inc position peaked at $38K in Q1 2019.
  • 606 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.