TPWA
CTXS

TRUE Private Wealth Advisors’s Citrix Systems Inc CTXS Stock Holding History

TRUE Private Wealth 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
2020
Q1 		– Sell
-811
Closed -$89K – 871
2019
Q4 		$89K Buy
+811
New +$87.3K 0.01% 309
2019
Q3 		– Sell
-811
Closed -$79K – 776
2019
Q2 		$79K Buy
+811
New +$79.6K 0.01% 294
2018
Q4 		– Sell
-813
Closed -$90.4K – 987
2018
Q3 		$90.4K Buy
+813
New +$90K 0.01% 377

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TRUE Private Wealth Advisors's CTXS Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2020, closing a stake of 811 shares — an estimated $89K sold.

TRUE Private Wealth Advisors first reported a position in CTXS in Q3 2018 and held it in 3 quarters. The position peaked at $90.4K in Q3 2018. 667 funds tracked by Wall St. Rank hold CTXS as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Citrix Systems Inc position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 811 Citrix Systems Inc shares in Q1 2020, an estimated $89K.
  • TRUE Private Wealth Advisors first reported a position in Citrix Systems Inc in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Citrix Systems Inc position peaked at $90.4K in Q3 2018.
  • 667 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.