RIA
CTXS

Realta Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-148
Closed -$16K – 1523
2019
Q4 		$16K Sell
148
-47
-24% -$5.06K ﹤0.01% 1003
2019
Q3 		$19K Sell
195
-189
-49% -$18.1K 0.01% 940
2019
Q2 		$38K Buy
384
+199
+108% +$19.5K 0.01% 746
2019
Q1 		$18K Buy
+185
New +$19.2K 0.01% 789

Other funds holding CTXS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Realta Investment Advisors's CTXS Position: Q1 2020 in Review

Realta Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2020, closing a stake of 148 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in CTXS in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 667 funds tracked by Wall St. Rank hold CTXS as of Q1 2020.

  • Realta Investment Advisors reported no remaining Citrix Systems Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 148 Citrix Systems Inc shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in Citrix Systems Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Citrix Systems Inc position peaked at $38K in Q2 2019.
  • 667 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.