Lido Advisors
CTXS

Lido Advisors’s Citrix Systems Inc CTXS Stock Holding History

Lido 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
2022
Q3 		– Sell
-2,103
Closed -$204K – 1062
2022
Q2 		$204K Sell
2,103
-420
-17% -$41.8K ﹤0.01% 870
2022
Q1 		$254K Buy
2,523
+127
+5% +$12.8K ﹤0.01% 870
2021
Q4 		$226K Sell
2,396
-127
-5% -$11.6K ﹤0.01% 926
2021
Q3 		$270K Sell
2,523
-42
-2% -$4.53K ﹤0.01% 776
2021
Q2 		$301K Sell
2,565
-46,164
-95% -$5.75M ﹤0.01% 718
2021
Q1 		$6.84M Buy
48,729
+6,682
+16% +$896K 0.12% 108
2020
Q4 		$5.47M Buy
42,047
+8,268
+24% +$1.05M 0.11% 114
2020
Q3 		$4.65M Buy
33,779
+5,199
+18% +$743K 0.12% 102
2020
Q2 		$4.23M Buy
28,580
+16,597
+139% +$2.39M 0.13% 102
2020
Q1 		$1.7M Buy
+11,983
New +$1.43M 0.07% 152

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Lido Advisors's CTXS Position: Q3 2022 in Review

Lido Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2022, closing a stake of 2,103 shares — an estimated $204K sold.

Lido Advisors first reported a position in CTXS in Q1 2020 and held it in 10 quarters. The position peaked at $6.84M in Q1 2021. 513 funds tracked by Wall St. Rank hold CTXS as of Q3 2022.

  • Lido Advisors reported no remaining Citrix Systems Inc position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 2,103 Citrix Systems Inc shares in Q3 2022, an estimated $204K.
  • Lido Advisors first reported a position in Citrix Systems Inc in Q1 2020 and held it in 10 quarters.
  • Lido Advisors's Citrix Systems Inc position peaked at $6.84M in Q1 2021.
  • 513 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.