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 – 3072
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 – 599
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 $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 $5.7T 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