OFW
CTXS

Omnia Family Wealth’s Citrix Systems Inc CTXS Stock Holding History

Omnia Family Wealth’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
-112
Closed -$11K – 560
2019
Q1 		$11K Buy
112
+43
+62% +$4.46K 0.01% 262
2018
Q4 		$7K Buy
69
+54
+360% +$5.7K ﹤0.01% 268
2018
Q3 		$2K Hold
15
– – ﹤0.01% 506
2018
Q2 		$2K Hold
15
– – ﹤0.01% 487
2018
Q1 		$1K Hold
15
– – ﹤0.01% 587
2017
Q4 		$1K Hold
15
– – ﹤0.01% 592
2017
Q3 		$1K Sell
15
-28
-65% -$2.17K ﹤0.01% 614
2017
Q2 		$3K Hold
43
– – ﹤0.01% 551
2017
Q1 		$4K Sell
43
-11
-20% -$858 ﹤0.01% 473
2016
Q4 		$4K Buy
+54
New +$3.73K ﹤0.01% 475

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

Omnia Family Wealth's CTXS Position: Q2 2019 in Review

Omnia Family Wealth sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 112 shares — an estimated $11K sold.

Omnia Family Wealth first reported a position in CTXS in Q4 2016 and held it in 10 quarters. The position peaked at $11K in Q1 2019. 607 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

  • Omnia Family Wealth reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 112 Citrix Systems Inc shares in Q2 2019, an estimated $11K.
  • Omnia Family Wealth first reported a position in Citrix Systems Inc in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Citrix Systems Inc position peaked at $11K in Q1 2019.
  • 607 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.