OWA
CTXS

One Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

One Wealth 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
2021
Q4 		– Sell
-3,719
Closed -$399K – 217
2021
Q3 		$399K Buy
3,719
+258
+7% +$27.9K 0.12% 111
2021
Q2 		$406K Buy
3,461
+18
+0.5% +$2.24K 0.13% 90
2021
Q1 		$483K Buy
3,443
+379
+12% +$50.8K 0.19% 69
2020
Q4 		$399K Sell
3,064
-285
-9% -$36.2K 0.22% 58
2020
Q3 		$461K Sell
3,349
-309
-8% -$44.1K 0.32% 30
2020
Q2 		$541K Buy
3,658
+1,158
+46% +$167K 0.43% 21
2020
Q1 		$354K Buy
2,500
+496
+25% +$59.1K 0.35% 38
2019
Q4 		$222K Sell
2,004
-3,136
-61% -$337K 0.16% 98
2019
Q3 		$496K Sell
5,140
-3,195
-38% -$306K 0.43% 31
2019
Q2 		$818K Sell
8,335
-593
-7% -$58.2K 0.68% 14
2019
Q1 		$890K Buy
8,928
+4,002
+81% +$415K 0.73% 13
2018
Q4 		$505K Sell
4,926
-2,128
-30% -$225K 0.5% 24
2018
Q3 		$784K Buy
7,054
+3,984
+130% +$441K 0.6% 16
2018
Q2 		$322K Buy
+3,070
New +$316K 0.26% 72

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

One Wealth Advisors's CTXS Position: Q4 2021 in Review

One Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 3,719 shares — an estimated $399K sold.

One Wealth Advisors first reported a position in CTXS in Q2 2018 and held it in 14 quarters. The position peaked at $890K in Q1 2019. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • One Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • One Wealth Advisors sold 3,719 Citrix Systems Inc shares in Q4 2021, an estimated $399K.
  • One Wealth Advisors first reported a position in Citrix Systems Inc in Q2 2018 and held it in 14 quarters.
  • One Wealth Advisors's Citrix Systems Inc position peaked at $890K in Q1 2019.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on One Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.