NFG
CTXS

Next Financial Group’s Citrix Systems Inc CTXS Stock Holding History

Next Financial Group’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
2021
Q4 		$71K Buy
752
+625
+492% +$57.1K ﹤0.01% 1322
2021
Q3 		$14K Sell
127
-105
-45% -$11.3K ﹤0.01% 1936
2021
Q2 		$27K Sell
232
-348
-60% -$43.3K ﹤0.01% 1646
2021
Q1 		$82K Buy
580
+77
+15% +$10.3K 0.01% 1096
2020
Q4 		$66K Sell
503
-46
-8% -$5.85K 0.01% 1104
2020
Q3 		$76K Buy
+549
New +$78.4K 0.01% 967
2020
Q2 		– Sell
-400
Closed -$57K – 2045
2020
Q1 		$57K Sell
400
-1,019
-72% -$122K 0.01% 952
2019
Q4 		$157K Buy
1,419
+1,281
+928% +$138K 0.02% 775
2019
Q3 		$13K Buy
138
+35
+34% +$3.35K ﹤0.01% 1625
2019
Q2 		$10K Sell
103
-58
-36% -$5.69K ﹤0.01% 1699
2019
Q1 		$16K Buy
161
+145
+906% +$15K ﹤0.01% 1018
2018
Q4 		$2K Sell
16
-256
-94% -$27K ﹤0.01% 1788
2018
Q3 		$30K Buy
+272
New +$30.1K 0.01% 664
2017
Q4 		– Sell
-225
Closed -$18K – 1536
2017
Q3 		$18K Buy
225
+9
+4% +$699 0.01% 1018
2017
Q2 		$17K Hold
216
– – ﹤0.01% 1150
2017
Q1 		$17K Sell
216
-743
-77% -$57.9K ﹤0.01% 1110
2016
Q4 		$68K Hold
959
– – 0.01% 831
2016
Q3 		$65K Buy
959
+361
+60% +$24.6K 0.01% 836
2016
Q2 		$38K Sell
598
-331
-36% -$21.8K 0.01% 743
2016
Q1 		$58K Buy
929
+80
+9% +$4.52K 0.02% 582
2015
Q4 		$51K Sell
849
-7
-0.8% -$430 0.02% 616
2015
Q3 		$47K Hold
856
– – 0.02% 651
2015
Q2 		$47K Buy
856
+1
+0.1% +$53 0.02% 686
2015
Q1 		$43K Sell
855
-6,499
-88% -$320K 0.01% 722
2014
Q4 		$374K Sell
7,354
-2,254
-23% -$117K 0.12% 185
2014
Q3 		$546K Buy
9,608
+2,041
+27% +$111K 0.11% 213
2014
Q2 		$412K Buy
+7,567
New +$364K 0.21% 96

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's CTXS Position: Q4 2021 in Review

Next Financial Group increased its Citrix Systems Inc (CTXS) stake by 492% in Q4 2021, buying an estimated $57.1K and bringing the position to 752 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Next Financial Group first reported a position in CTXS in Q2 2014 and has held it in 27 quarters since. The position peaked at $546K in Q3 2014. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Next Financial Group held 752 shares of Citrix Systems Inc worth $71K as of Q4 2021.
  • Next Financial Group bought 625 Citrix Systems Inc shares in Q4 2021, an estimated $57.1K.
  • Citrix Systems Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1322 holding.
  • Next Financial Group first reported a position in Citrix Systems Inc in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Citrix Systems Inc position peaked at $546K in Q3 2014.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.