Walled Lake Planning & Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-1,472	Closed	-$158K	–	333
2021 Q3	$158K	Buy	1,472 +1	+0.1%	+$108	0.1%	89
2021 Q2	$172K	Hold	1,471	–	–	0.11%	81
2021 Q1	$206K	Hold	1,471	–	–	0.14%	73
2020 Q4	$191K	Hold	1,471	–	–	0.15%	71
2020 Q3	$203K	Hold	1,471	–	–	0.16%	62
2020 Q2	$218K	Hold	1,471	–	–	0.18%	61
2020 Q1	$208K	Sell	1,471 -526	-26%	-$62.7K	0.19%	58
2019 Q4	$221K	Buy	+1,997	New	+$215K	0.16%	61

Other funds holding CTXS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CTXS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2021, closing a stake of 1,472 shares — an estimated $158K sold.

Walled Lake Planning & Wealth Management first reported a position in CTXS in Q4 2019 and held it in 8 quarters. The position peaked at $221K in Q4 2019. 576 funds tracked by Wall St. Rank hold CTXS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,472 Citrix Systems Inc shares in Q4 2021, an estimated $158K.
Walled Lake Planning & Wealth Management first reported a position in Citrix Systems Inc in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Citrix Systems Inc position peaked at $221K in Q4 2019.
576 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.