PWP
CTXS

Personal Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-9
Closed -$1K – 427
2021
Q2 		$1K Buy
+9
New +$1.12K ﹤0.01% 426
2020
Q1 		– Sell
-9
Closed -$1K – 668
2019
Q4 		$1K Sell
9
-160
-95% -$17.2K ﹤0.01% 493
2019
Q3 		$16K Buy
169
+9
+6% +$861 0.01% 216
2019
Q2 		$16K Buy
+160
New +$15.7K 0.01% 193

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Wealth Partners's CTXS Position: Q3 2021 in Review

Personal Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in CTXS in Q2 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 580 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Personal Wealth Partners reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 9 Citrix Systems Inc shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Citrix Systems Inc in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Citrix Systems Inc position peaked at $16K in Q3 2019.
  • 580 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.