SFS
CTXS

Sowell Financial Services’s Citrix Systems Inc CTXS Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-185
Closed -$23K – 3066
2021
Q1 		$23K Sell
185
-3,873
-95% -$519K ﹤0.01% 2014
2020
Q4 		$528K Buy
4,058
+1,033
+34% +$131K 0.02% 507
2020
Q3 		$417K Sell
3,025
-239
-7% -$34.1K 0.02% 514
2020
Q2 		$483K Sell
3,264
-486
-13% -$69.9K 0.03% 465
2020
Q1 		$531K Sell
3,750
-1,132
-23% -$135K 0.04% 388
2019
Q4 		$541K Buy
4,882
+2,948
+152% +$317K 0.04% 425
2019
Q3 		$187K Buy
+1,934
New +$185K 0.02% 667
2017
Q1 		– Sell
-50
Closed -$3K – 593
2016
Q4 		$3K Buy
+50
New +$3.46K ﹤0.01% 578

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sowell Financial Services's CTXS Position: Q2 2021 in Review

Sowell Financial Services sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 185 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in CTXS in Q4 2016 and held it in 8 quarters. The position peaked at $541K in Q4 2019. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Sowell Financial Services reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 185 Citrix Systems Inc shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Citrix Systems Inc in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Citrix Systems Inc position peaked at $541K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.