TFA
CTXS

Transamerica Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Transamerica Financial Advisors’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
2022
Q3 		– Sell
-1
Closed -$1K – 687
2022
Q2 		$1K Buy
+1
New +$100 ﹤0.01% 664
2020
Q4 		– Sell
-8
Closed -$2K – 202
2020
Q3 		$2K Sell
8
-3,721
-100% -$532K 0.04% 133
2020
Q2 		$552K Buy
+3,729
New +$536K 0.12% 94
2019
Q3 		– Sell
-2,457
Closed -$242K – 565
2019
Q2 		$242K Buy
+2,457
New +$241K 0.05% 154
2019
Q1 		– Sell
-7,275
Closed -$746K – 497
2018
Q4 		$746K Sell
7,275
-548
-7% -$57.9K 0.19% 87
2018
Q3 		$870K Sell
7,823
-254
-3% -$28.1K 0.18% 99
2018
Q2 		$847K Sell
8,077
-32,558
-80% -$3.35M 0.19% 97
2018
Q1 		$3.77M Sell
40,635
-1,168
-3% -$107K 0.56% 63
2017
Q4 		$3.68M Buy
+41,803
New +$3.54M 0.49% 67

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
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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Transamerica Financial Advisors's CTXS Position: Q3 2022 in Review

Transamerica Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2022, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in CTXS in Q4 2017 and held it in 9 quarters. The position peaked at $3.77M in Q1 2018. 513 funds tracked by Wall St. Rank hold CTXS as of Q3 2022.

  • Transamerica Financial Advisors reported no remaining Citrix Systems Inc position as of Q3 2022 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 Citrix Systems Inc share in Q3 2022, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in Citrix Systems Inc in Q4 2017 and held it in 9 quarters.
  • Transamerica Financial Advisors's Citrix Systems Inc position peaked at $3.77M in Q1 2018.
  • 513 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2022.

Based on Transamerica Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.