LWAM
CTXS

Legacy Wealth Asset Management’s Citrix Systems Inc CTXS Stock Holding History

Legacy Wealth Asset 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
2022
Q1 		– Sell
-4,147
Closed -$392K – 344
2021
Q4 		$392K Sell
4,147
-133
-3% -$12.1K 0.13% 229
2021
Q3 		$460K Buy
4,280
+899
+27% +$97K 0.21% 182
2021
Q2 		$396K Sell
3,381
-76
-2% -$9.46K 0.18% 216
2021
Q1 		$485K Buy
3,457
+26
+0.8% +$3.48K 0.22% 175
2020
Q4 		$446K Buy
+3,431
New +$436K 0.22% 171

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

Legacy Wealth Asset Management's CTXS Position: Q1 2022 in Review

Legacy Wealth Asset Management sold out of Citrix Systems Inc (CTXS) in Q1 2022, closing a stake of 4,147 shares — an estimated $392K sold.

Legacy Wealth Asset Management first reported a position in CTXS in Q4 2020 and held it in 5 quarters. The position peaked at $485K in Q1 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q1 2022.

  • Legacy Wealth Asset Management reported no remaining Citrix Systems Inc position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,147 Citrix Systems Inc shares in Q1 2022, an estimated $392K.
  • Legacy Wealth Asset Management first reported a position in Citrix Systems Inc in Q4 2020 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Citrix Systems Inc position peaked at $485K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2022, filed 12 May 2022.