OIA
CTXS

Optimum Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Optimum Investment 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
2020
Q1 		– Sell
-1,105
Closed -$123K – 979
2019
Q4 		$123K Hold
1,105
– – 0.04% 360
2019
Q3 		$107K Hold
1,105
– – 0.03% 371
2019
Q2 		$108K Hold
1,105
– – 0.04% 369
2019
Q1 		$110K Sell
1,105
-365
-25% -$37.8K 0.04% 363
2018
Q4 		$151K Hold
1,470
– – 0.05% 303
2018
Q3 		$163K Hold
1,470
– – 0.05% 329
2018
Q2 		$154K Hold
1,470
– – 0.04% 332
2018
Q1 		$136K Buy
+1,470
New +$135K 0.04% 345

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's CTXS Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2020, closing a stake of 1,105 shares — an estimated $123K sold.

Optimum Investment Advisors first reported a position in CTXS in Q1 2018 and held it in 8 quarters. The position peaked at $163K in Q3 2018. 667 funds tracked by Wall St. Rank hold CTXS as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Citrix Systems Inc position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,105 Citrix Systems Inc shares in Q1 2020, an estimated $123K.
  • Optimum Investment Advisors first reported a position in Citrix Systems Inc in Q1 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's Citrix Systems Inc position peaked at $163K in Q3 2018.
  • 667 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.