SWM
CTXS

Sugarloaf Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Sugarloaf Wealth 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
Q2 		– Sell
-40
Closed -$6 – 795
2021
Q1 		$6 Hold
40
– – ﹤0.01% 580
2020
Q4 		$5K Hold
40
– – ﹤0.01% 563
2020
Q3 		$6K Hold
40
– – ﹤0.01% 508
2020
Q2 		$6K Hold
40
– – ﹤0.01% 508
2020
Q1 		$6K Hold
40
– – ﹤0.01% 499
2019
Q4 		$4K Buy
+40
New +$4.3K ﹤0.01% 585

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 $5.72T 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
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

Sugarloaf Wealth Management's CTXS Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 40 shares — an estimated $6 sold.

Sugarloaf Wealth Management first reported a position in CTXS in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2020. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 40 Citrix Systems Inc shares in Q2 2021, an estimated $6.
  • Sugarloaf Wealth Management first reported a position in Citrix Systems Inc in Q4 2019 and held it in 6 quarters.
  • Sugarloaf Wealth Management's Citrix Systems Inc position peaked at $6K in Q3 2020.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.