RWM
CTXS

Ritholtz Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-2,126
Closed -$298K – 572
2021
Q1 		$298K Buy
2,126
+404
+23% +$54.2K 0.02% 305
2020
Q4 		$224K Buy
+1,722
New +$219K 0.02% 316
2020
Q3 		– Sell
-1,413
Closed -$209K – 352
2020
Q2 		$209K Buy
+1,413
New +$203K 0.03% 234

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
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 $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ritholtz Wealth Management's CTXS Position: Q2 2021 in Review

Ritholtz Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 2,126 shares — an estimated $298K sold.

Ritholtz Wealth Management first reported a position in CTXS in Q2 2020 and held it in 3 quarters. The position peaked at $298K in Q1 2021. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Ritholtz Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,126 Citrix Systems Inc shares in Q2 2021, an estimated $298K.
  • Ritholtz Wealth Management first reported a position in Citrix Systems Inc in Q2 2020 and held it in 3 quarters.
  • Ritholtz Wealth Management's Citrix Systems Inc position peaked at $298K in Q1 2021.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Ritholtz Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.