RCA
CTXS

Resonant Capital Advisors’s Citrix Systems Inc CTXS Stock Holding History

Resonant Capital 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
Q4 		– Sell
-4,705
Closed -$505K – 212
2021
Q3 		$505K Buy
4,705
+864
+22% +$93.3K 0.09% 126
2021
Q2 		$450K Buy
3,841
+1,194
+45% +$149K 0.09% 121
2021
Q1 		$372K Buy
2,647
+142
+6% +$19K 0.08% 137
2020
Q4 		$326K Buy
2,505
+145
+6% +$18.4K 0.08% 145
2020
Q3 		$325K Sell
2,360
-659
-22% -$94.2K 0.09% 124
2020
Q2 		$446K Sell
3,019
-470
-13% -$67.6K 0.13% 109
2020
Q1 		$494K Buy
3,489
+222
+7% +$26.5K 0.18% 129
2019
Q4 		$362K Buy
+3,267
New +$352K 0.11% 161

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resonant Capital Advisors's CTXS Position: Q4 2021 in Review

Resonant Capital Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 4,705 shares — an estimated $505K sold.

Resonant Capital Advisors first reported a position in CTXS in Q4 2019 and held it in 8 quarters. The position peaked at $505K in Q3 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Resonant Capital Advisors reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Resonant Capital Advisors sold 4,705 Citrix Systems Inc shares in Q4 2021, an estimated $505K.
  • Resonant Capital Advisors first reported a position in Citrix Systems Inc in Q4 2019 and held it in 8 quarters.
  • Resonant Capital Advisors's Citrix Systems Inc position peaked at $505K in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Resonant Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.