RWA
CTXS

Ropes Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

Ropes Wealth 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
-5,050
Closed -$592K – 281
2021
Q2 		$592K Sell
5,050
-10
-0.2% -$1.25K 0.09% 161
2021
Q1 		$603K Buy
+5,060
New +$678K 0.11% 152
2016
Q1 		– Sell
-10
Closed -$1K – 529
2015
Q4 		$1K Sell
10
-11
-52% -$675 ﹤0.01% 460
2015
Q3 		$1K Buy
+21
New +$1.2K ﹤0.01% 403

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 $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

Ropes Wealth Advisors's CTXS Position: Q3 2021 in Review

Ropes Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 5,050 shares — an estimated $592K sold.

Ropes Wealth Advisors first reported a position in CTXS in Q3 2015 and held it in 4 quarters. The position peaked at $603K in Q1 2021. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Ropes Wealth Advisors reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,050 Citrix Systems Inc shares in Q3 2021, an estimated $592K.
  • Ropes Wealth Advisors first reported a position in Citrix Systems Inc in Q3 2015 and held it in 4 quarters.
  • Ropes Wealth Advisors's Citrix Systems Inc position peaked at $603K in Q1 2021.
  • 579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Ropes Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.