PWM
CTXS

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

Perigon 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
2021
Q1 		– Sell
-883
Closed -$115K – 1090
2020
Q4 		$115K Buy
+883
New +$112K 0.01% 514
2017
Q4 		– Sell
-20
Closed -$2K – 684
2017
Q3 		$2K Buy
+20
New +$1.55K ﹤0.01% 609

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 $15.1B AUM 23.54% 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

Perigon Wealth Management's CTXS Position: Q1 2021 in Review

Perigon Wealth Management sold out of Citrix Systems Inc (CTXS) in Q1 2021, closing a stake of 883 shares — an estimated $115K sold.

Perigon Wealth Management first reported a position in CTXS in Q3 2017 and held it in 2 quarters. The position peaked at $115K in Q4 2020. 681 funds tracked by Wall St. Rank hold CTXS as of Q1 2021.

  • Perigon Wealth Management reported no remaining Citrix Systems Inc position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 883 Citrix Systems Inc shares in Q1 2021, an estimated $115K.
  • Perigon Wealth Management first reported a position in Citrix Systems Inc in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Citrix Systems Inc position peaked at $115K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.