PWAG
CTXS

Polaris Wealth Advisory Group’s Citrix Systems Inc CTXS Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q2 		– Sell
-142,925
Closed -$20.2M – 167
2020
Q1 		$20.2M Buy
+142,925
New +$17M 2.2% 21

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
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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's CTXS Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Citrix Systems Inc (CTXS) in Q2 2020, closing a stake of 142,925 shares — an estimated $20.2M sold.

Polaris Wealth Advisory Group first reported a position in CTXS in Q1 2020 and held it in 1 quarter. The position peaked at $20.2M in Q1 2020. 689 funds tracked by Wall St. Rank hold CTXS as of Q2 2020.

  • Polaris Wealth Advisory Group reported no remaining Citrix Systems Inc position as of Q2 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 142,925 Citrix Systems Inc shares in Q2 2020, an estimated $20.2M.
  • Polaris Wealth Advisory Group first reported a position in Citrix Systems Inc in Q1 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Citrix Systems Inc position peaked at $20.2M in Q1 2020.
  • 689 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.