PWPS
CTXS

Pinnacle Wealth Planning Services’s Citrix Systems Inc CTXS Stock Holding History

Pinnacle Wealth Planning Services’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
-522
Closed -$68K – 2172
2020
Q4 		$68K Buy
+522
New +$66.4K 0.02% 650

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

Pinnacle Wealth Planning Services's CTXS Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Citrix Systems Inc (CTXS) in Q1 2021, closing a stake of 522 shares — an estimated $68K sold.

Pinnacle Wealth Planning Services first reported a position in CTXS in Q4 2020 and held it in 1 quarter. The position peaked at $68K in Q4 2020. 681 funds tracked by Wall St. Rank hold CTXS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Citrix Systems Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 522 Citrix Systems Inc shares in Q1 2021, an estimated $68K.
  • Pinnacle Wealth Planning Services first reported a position in Citrix Systems Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Citrix Systems Inc position peaked at $68K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.