PMFA
CTXS

Plante Moran Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Plante Moran Financial 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
2022
Q1 		– Sell
-47
Closed -$4K – 1047
2021
Q4 		$4K Buy
47
+4
+9% +$365 ﹤0.01% 870
2021
Q3 		$5K Hold
43
– – ﹤0.01% 796
2021
Q2 		$5K Hold
43
– – ﹤0.01% 799
2021
Q1 		$6K Hold
43
– – ﹤0.01% 761
2020
Q4 		$6K Buy
+43
New +$5.47K ﹤0.01% 690
2020
Q3 		– Sell
-5
Closed -$1K – 913
2020
Q2 		$1K Buy
+5
New +$719 ﹤0.01% 731
2019
Q4 		– Sell
-9
Closed -$1K – 932
2019
Q3 		$1K Buy
+9
New +$861 ﹤0.01% 836
2017
Q4 		– Sell
-78
Closed -$6K – 925
2017
Q3 		$6K Hold
78
– – ﹤0.01% 639
2017
Q2 		$6K Hold
78
– – ﹤0.01% 653
2017
Q1 		$7K Buy
+78
New +$6.08K ﹤0.01% 661
2016
Q4 		– Sell
-431
Closed -$29K – 1057
2016
Q3 		$29K Sell
431
-238
-36% -$16.2K 0.02% 417
2016
Q2 		$43K Buy
669
+238
+55% +$15.7K 0.03% 315
2016
Q1 		$27K Buy
431
+59
+16% +$3.34K 0.02% 345
2015
Q4 		$22K Buy
372
+213
+134% +$13.1K 0.02% 437
2015
Q3 		$9K Hold
159
– – 0.01% 504
2015
Q2 		$9K Buy
159
+81
+104% +$4.3K 0.01% 551
2015
Q1 		$4K Hold
78
– – ﹤0.01% 641
2014
Q4 		$4K Buy
78
+6
+8% +$310 ﹤0.01% 702
2014
Q3 		$4K Hold
72
– – ﹤0.01% 708
2014
Q2 		$4K Buy
+72
New +$3.46K ﹤0.01% 707

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Plante Moran Financial Advisors's CTXS Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2022, closing a stake of 47 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CTXS in Q2 2014 and held it in 20 quarters. The position peaked at $43K in Q2 2016. 576 funds tracked by Wall St. Rank hold CTXS as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Citrix Systems Inc position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 47 Citrix Systems Inc shares in Q1 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Citrix Systems Inc in Q2 2014 and held it in 20 quarters.
  • Plante Moran Financial Advisors's Citrix Systems Inc position peaked at $43K in Q2 2016.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.