MWM
CTXS

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

Mascoma 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
2022
Q2 		– Sell
-35
Closed -$4K – 647
2022
Q1 		$4K Hold
35
– – ﹤0.01% 529
2021
Q4 		$3K Buy
+35
New +$3.2K ﹤0.01% 493
2017
Q4 		– Sell
-16
Closed -$1K – 428
2017
Q3 		$1K Buy
16
+8
+100% +$621 ﹤0.01% 391
2017
Q2 		$1K Sell
8
-92
-92% -$7.62K ﹤0.01% 397
2017
Q1 		$8K Sell
100
-26
-21% -$2.03K 0.01% 279
2016
Q4 		$9K Buy
+126
New +$8.71K 0.01% 274

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
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Mascoma Wealth Management's CTXS Position: Q2 2022 in Review

Mascoma Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2022, closing a stake of 35 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in CTXS in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q4 2016. 571 funds tracked by Wall St. Rank hold CTXS as of Q2 2022.

  • Mascoma Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 35 Citrix Systems Inc shares in Q2 2022, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Citrix Systems Inc in Q4 2016 and held it in 6 quarters.
  • Mascoma Wealth Management's Citrix Systems Inc position peaked at $9K in Q4 2016.
  • 571 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.