PWA
CTXS

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

Phoenix 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
-2,995
Closed -$322K – 372
2021
Q3 		$322K Buy
2,995
+23
+0.8% +$2.48K 0.24% 87
2021
Q2 		$345K Buy
2,972
+258
+10% +$32.1K 0.25% 84
2021
Q1 		$381K Buy
2,714
+606
+29% +$81.2K 0.3% 68
2020
Q4 		$274K Buy
+2,108
New +$268K 0.21% 82

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

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

Phoenix Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 2,995 shares — an estimated $322K sold.

Phoenix Wealth Advisors first reported a position in CTXS in Q4 2020 and held it in 4 quarters. The position peaked at $381K in Q1 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,995 Citrix Systems Inc shares in Q4 2021, an estimated $322K.
  • Phoenix Wealth Advisors first reported a position in Citrix Systems Inc in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Citrix Systems Inc position peaked at $381K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.