Shine Investment Advisory Services’s Citrix Systems Inc CTXS Stock Holding History

Shine Investment Advisory Services’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 Q3	$14K	Buy	+104	New	+$14.9K	﹤0.01%	505
2020 Q2	–	Sell	-80	Closed	-$11K	–	783
2020 Q1	$11K	Hold	80	–	–	0.01%	511
2019 Q4	$9K	Hold	80	–	–	﹤0.01%	600
2019 Q3	$8K	Sell	80 -206	-72%	-$19.7K	﹤0.01%	606
2019 Q2	$28K	Buy	286 +22	+8%	+$2.16K	0.01%	417
2019 Q1	$26K	Buy	264 +56	+27%	+$5.81K	0.01%	431
2018 Q4	$21K	Hold	208	–	–	0.01%	437
2018 Q3	$23K	Buy	208 +29	+16%	+$3.21K	0.01%	432
2018 Q2	$19K	Buy	+179	New	+$18.4K	0.01%	461

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Shine Investment Advisory Services's CTXS Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Citrix Systems Inc (CTXS) in Q3 2020: 104 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in CTXS as recently as Q1 2020.

Shine Investment Advisory Services first reported a position in CTXS in Q2 2018 and has held it in 9 quarters since. The position peaked at $28K in Q2 2019. 688 funds tracked by Wall St. Rank hold CTXS as of Q3 2020.

Shine Investment Advisory Services held 104 shares of Citrix Systems Inc worth $14K as of Q3 2020.
Citrix Systems Inc was a new Shine Investment Advisory Services position in Q3 2020.
Citrix Systems Inc made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #505 holding.
Shine Investment Advisory Services first reported a position in Citrix Systems Inc in Q2 2018 and has held it in 9 quarters since.
Shine Investment Advisory Services's Citrix Systems Inc position peaked at $28K in Q2 2019.
688 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.