NWM
CTXS

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

Northwest 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
Q2 		– Sell
-40
Closed -$4K – 503
2019
Q1 		$4K Hold
40
– – ﹤0.01% 441
2018
Q4 		$4K Hold
40
– – ﹤0.01% 424
2018
Q3 		$4K Hold
40
– – ﹤0.01% 451
2018
Q2 		$4K Hold
40
– – ﹤0.01% 439
2018
Q1 		$4K Buy
+40
New +$3.68K ﹤0.01% 450

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Northwest Wealth Management's CTXS Position: Q2 2019 in Review

Northwest Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 40 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in CTXS in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 606 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

  • Northwest Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 40 Citrix Systems Inc shares in Q2 2019, an estimated $4K.
  • Northwest Wealth Management first reported a position in Citrix Systems Inc in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Citrix Systems Inc position peaked at $4K in Q1 2019.
  • 606 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.