LWM
CTXS

Liberty Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Liberty Wealth 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
-20
Closed -$2K – 1201
2021
Q3 		$2K Sell
20
-6
-23% -$648 ﹤0.01% 1091
2021
Q2 		$3K Hold
26
– – ﹤0.01% 889
2021
Q1 		$3K Hold
26
– – ﹤0.01% 794
2020
Q4 		$3K Buy
26
+6
+30% +$763 ﹤0.01% 790
2020
Q3 		$3K Hold
20
– – ﹤0.01% 734
2020
Q2 		$3K Sell
20
-97
-83% -$14K ﹤0.01% 720
2020
Q1 		$17K Buy
117
+24
+26% +$2.86K 0.01% 386
2019
Q4 		$10K Sell
93
-22
-19% -$2.37K 0.01% 550
2019
Q3 		$11K Hold
115
– – 0.01% 509
2019
Q2 		$11K Hold
115
– – 0.01% 514
2019
Q1 		$11K Sell
115
-19
-14% -$1.97K 0.01% 434
2018
Q4 		$13K Buy
+134
New +$14.2K 0.01% 392

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's CTXS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 20 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CTXS in Q4 2018 and held it in 12 quarters. The position peaked at $17K in Q1 2020. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Citrix Systems Inc shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Citrix Systems Inc in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Citrix Systems Inc position peaked at $17K in Q1 2020.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.