Loring Wolcott & Coolidge Fiduciary Advisors’s Citrix Systems Inc CTXS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q1	–	Sell	-672	Closed	-$64K	–	733
2021 Q4	$64K	Hold	672	–	–	﹤0.01%	439
2021 Q3	$72K	Sell	672 -175	-21%	-$18.9K	﹤0.01%	423
2021 Q2	$99K	Buy	+847	New	+$105K	﹤0.01%	398
2021 Q1	–	Sell	-672	Closed	-$87K	–	750
2020 Q4	$87K	Hold	672	–	–	﹤0.01%	366
2020 Q3	$93K	Hold	672	–	–	﹤0.01%	336
2020 Q2	$99K	Hold	672	–	–	﹤0.01%	309
2020 Q1	$95K	Sell	672 -503	-43%	-$60K	﹤0.01%	299
2019 Q4	$130K	Sell	1,175 -40	-3%	-$4.3K	﹤0.01%	315
2019 Q3	$117K	Buy	1,215 +294	+32%	+$28.1K	﹤0.01%	321
2019 Q2	$90K	Buy	921 +186	+25%	+$18.2K	﹤0.01%	346
2019 Q1	$73K	Buy	735 +13	+2%	+$1.35K	﹤0.01%	364
2018 Q4	$74K	Buy	722 +647	+863%	+$68.3K	﹤0.01%	361
2018 Q3	$8K	Sell	75 -5	-6%	-$553	﹤0.01%	547
2018 Q2	$8K	Hold	80	–	–	﹤0.01%	563
2018 Q1	$7K	Hold	80	–	–	﹤0.01%	607
2017 Q4	$7K	Hold	80	–	–	﹤0.01%	595
2017 Q3	$6K	Hold	80	–	–	﹤0.01%	588
2017 Q2	$6K	Buy	+80	New	+$6.63K	﹤0.01%	575
2014 Q1	–	Sell	-78	Closed	-$4K	–	644
2013 Q4	$4K	Buy	+78	New	+$3.71K	﹤0.01%	563

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CTXS Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2022, closing a stake of 672 shares — an estimated $64K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CTXS in Q4 2013 and held it in 19 quarters. The position peaked at $130K in Q4 2019. 576 funds tracked by Wall St. Rank hold CTXS as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Citrix Systems Inc position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 672 Citrix Systems Inc shares in Q1 2022, an estimated $64K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Citrix Systems Inc in Q4 2013 and held it in 19 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Citrix Systems Inc position peaked at $130K in Q4 2019.
576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.