LWM
CTXS

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

Lionsbridge 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
2020
Q1 		– Sell
-33
Closed -$3K – 347
2019
Q4 		$3K Buy
+33
New +$3.55K ﹤0.01% 169

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lionsbridge Wealth Management's CTXS Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Citrix Systems Inc (CTXS) in Q1 2020, closing a stake of 33 shares — an estimated $3K sold.

Lionsbridge Wealth Management first reported a position in CTXS in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 667 funds tracked by Wall St. Rank hold CTXS as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Citrix Systems Inc position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 33 Citrix Systems Inc shares in Q1 2020, an estimated $3K.
  • Lionsbridge Wealth Management first reported a position in Citrix Systems Inc in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Citrix Systems Inc position peaked at $3K in Q4 2019.
  • 667 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.