VFA
CTXS

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

Valeo 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
2021
Q2 		– Sell
-101
Closed -$14K – 2034
2021
Q1 		$14K Buy
101
+73
+261% +$9.79K ﹤0.01% 1283
2020
Q4 		$4K Sell
28
-145
-84% -$18.4K ﹤0.01% 1438
2020
Q3 		$24K Sell
173
-145
-46% -$20.7K ﹤0.01% 882
2020
Q2 		$47K Buy
318
+254
+397% +$36.5K ﹤0.01% 755
2020
Q1 		$9K Sell
64
-174
-73% -$20.8K ﹤0.01% 1152
2019
Q4 		$26K Sell
238
-245
-51% -$26.4K ﹤0.01% 860
2019
Q3 		$47K Hold
483
– – 0.01% 627
2019
Q2 		$47K Sell
483
-6
-1% -$589 0.01% 629
2019
Q1 		$49K Buy
489
+261
+114% +$27.1K 0.01% 561
2018
Q4 		$23K Sell
228
-10
-4% -$1.06K ﹤0.01% 683
2018
Q3 		$24K Buy
238
+10
+4% +$1.11K ﹤0.01% 727
2018
Q2 		$25K Sell
228
-165
-42% -$17K ﹤0.01% 706
2018
Q1 		$36K Buy
+393
New +$36.1K 0.01% 564

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

Valeo Financial Advisors's CTXS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 101 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in CTXS in Q1 2018 and held it in 13 quarters. The position peaked at $49K in Q1 2019. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 101 Citrix Systems Inc shares in Q2 2021, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Citrix Systems Inc in Q1 2018 and held it in 13 quarters.
  • Valeo Financial Advisors's Citrix Systems Inc position peaked at $49K in Q1 2019.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.