LGWM
CTXS

Litman Gregory Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Litman Gregory 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
2019
Q4 		– Sell
-11
Closed -$1K – 268
2019
Q3 		$1K Sell
11
-10
-48% -$957 ﹤0.01% 218
2019
Q2 		$2K Buy
+21
New +$2.06K ﹤0.01% 225

Other funds holding CTXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Litman Gregory Wealth Management's CTXS Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in CTXS in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 628 funds tracked by Wall St. Rank hold CTXS as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 11 Citrix Systems Inc shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Citrix Systems Inc in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Citrix Systems Inc position peaked at $2K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.