Sonora Investment Management’s Citrix Systems Inc CTXS Stock Holding History

Sonora Investment 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 Q3	$30K	Sell	280 -32	-10%	-$3.46K	﹤0.01%	536
2021 Q2	$37K	Hold	312	–	–	﹤0.01%	452
2021 Q1	$44K	Hold	312	–	–	﹤0.01%	662
2020 Q4	$41K	Hold	312	–	–	﹤0.01%	680
2020 Q3	$43K	Hold	312	–	–	﹤0.01%	638
2020 Q2	$46K	Sell	312 -101	-24%	-$14.5K	﹤0.01%	545
2020 Q1	$59K	Hold	413	–	–	0.01%	416
2019 Q4	$46K	Buy	413 +101	+32%	+$10.9K	﹤0.01%	581
2019 Q3	$30K	Hold	312	–	–	﹤0.01%	675
2019 Q2	$31K	Buy	312 +32	+11%	+$3.14K	﹤0.01%	679
2019 Q1	$28K	Hold	280	–	–	﹤0.01%	659
2018 Q4	$29K	Hold	280	–	–	﹤0.01%	504
2018 Q3	$31K	Hold	280	–	–	﹤0.01%	507
2018 Q2	$29K	Hold	280	–	–	﹤0.01%	510
2018 Q1	$26K	Hold	280	–	–	﹤0.01%	507
2017 Q4	$24.6K	Hold	280	–	–	﹤0.01%	540
2017 Q3	$21.5K	Buy	280 +130	+87%	+$10.1K	﹤0.01%	523
2017 Q2	$11.9K	Hold	150	–	–	﹤0.01%	651
2017 Q1	$12.5K	Sell	150 -38	-20%	-$2.96K	﹤0.01%	612
2016 Q4	$13.4K	Hold	188	–	–	﹤0.01%	542
2016 Q3	$12.8K	Hold	188	–	–	﹤0.01%	533
2016 Q2	$12K	Hold	188	–	–	﹤0.01%	545
2016 Q1	$12.4K	Hold	188	–	–	﹤0.01%	568
2015 Q4	$11K	Hold	188	–	–	﹤0.01%	521
2015 Q3	$10K	Buy	+188	New	+$10.7K	﹤0.01%	504

Other funds holding CTXS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's CTXS Position: Q3 2021 in Review

Sonora Investment Management reduced its Citrix Systems Inc (CTXS) stake by 10% in Q3 2021, selling an estimated $3.46K and leaving 280 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Sonora Investment Management first reported a position in CTXS in Q3 2015 and has held it in 25 quarters since. The position peaked at $59K in Q1 2020. 580 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

Sonora Investment Management held 280 shares of Citrix Systems Inc worth $30K as of Q3 2021.
Sonora Investment Management sold 32 Citrix Systems Inc shares in Q3 2021, an estimated $3.46K.
Citrix Systems Inc made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #536 holding.
Sonora Investment Management first reported a position in Citrix Systems Inc in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's Citrix Systems Inc position peaked at $59K in Q1 2020.
580 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.