TFA
CTXS

Toth Financial Advisory’s Citrix Systems Inc CTXS Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-41
Closed -$4K – 844
2021
Q3 		$4K Sell
41
-91
-69% -$9.82K ﹤0.01% 593
2021
Q2 		$15K Hold
132
– – ﹤0.01% 416
2021
Q1 		$19K Buy
132
+10
+8% +$1.34K ﹤0.01% 396
2020
Q4 		$16K Hold
122
– – ﹤0.01% 370
2020
Q3 		$17K Buy
122
+15
+14% +$2.14K ﹤0.01% 334
2020
Q2 		$16K Buy
+107
New +$15.4K ﹤0.01% 307

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toth Financial Advisory's CTXS Position: Q4 2021 in Review

Toth Financial Advisory sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 41 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in CTXS in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q1 2021. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

  • Toth Financial Advisory reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 41 Citrix Systems Inc shares in Q4 2021, an estimated $4K.
  • Toth Financial Advisory first reported a position in Citrix Systems Inc in Q2 2020 and held it in 6 quarters.
  • Toth Financial Advisory's Citrix Systems Inc position peaked at $19K in Q1 2021.
  • 576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.