SWP
CTXS

Stratos Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-1,443
Closed -$204K – 1041
2020
Q1 		$204K Buy
+1,443
New +$172K 0.01% 811
2018
Q4 		– Sell
-917
Closed -$102K – 2715
2018
Q3 		$102K Buy
+917
New +$101K ﹤0.01% 1122
2018
Q2 		– Sell
-1,217
Closed -$113K – 2800
2018
Q1 		$113K Sell
1,217
-170
-12% -$15.6K ﹤0.01% 1130
2017
Q4 		$122K Buy
+1,387
New +$117K 0.01% 1074

Other funds holding CTXS

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
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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's CTXS Position: Q2 2020 in Review

Stratos Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q2 2020, closing a stake of 1,443 shares — an estimated $204K sold.

Stratos Wealth Partners first reported a position in CTXS in Q4 2017 and held it in 4 quarters. The position peaked at $204K in Q1 2020. 689 funds tracked by Wall St. Rank hold CTXS as of Q2 2020.

  • Stratos Wealth Partners reported no remaining Citrix Systems Inc position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,443 Citrix Systems Inc shares in Q2 2020, an estimated $204K.
  • Stratos Wealth Partners first reported a position in Citrix Systems Inc in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Citrix Systems Inc position peaked at $204K in Q1 2020.
  • 689 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2020.

Based on Stratos Wealth Partners's 13F filing for Q2 2020, filed 28 Jul 2020.