RFA
CTXS

Reilly Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Reilly 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
2021
Q3 		– Sell
-69
Closed -$8K – 1100
2021
Q2 		$8K Buy
69
+53
+331% +$6.6K ﹤0.01% 739
2021
Q1 		$2K Hold
16
– – ﹤0.01% 963
2020
Q4 		$2K Buy
+16
New +$2.04K ﹤0.01% 831
2019
Q3 		– Sell
-131
Closed -$13K – 991
2019
Q2 		$13K Hold
131
– – ﹤0.01% 621
2019
Q1 		$13K Buy
131
+1
+0.8% +$104 ﹤0.01% 626
2018
Q4 		$13K Hold
130
– – ﹤0.01% 601
2018
Q3 		$14K Buy
+130
New +$14.4K ﹤0.01% 632
2015
Q4 		– Sell
-126
Closed -$7K – 1423
2015
Q3 		$7K Buy
+126
New +$7.17K ﹤0.01% 884

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's CTXS Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 69 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in CTXS in Q3 2015 and held it in 8 quarters. The position peaked at $14K in Q3 2018. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 69 Citrix Systems Inc shares in Q3 2021, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Citrix Systems Inc in Q3 2015 and held it in 8 quarters.
  • Reilly Financial Advisors's Citrix Systems Inc position peaked at $14K in Q3 2018.
  • 579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.