WA
CTXS

Wambolt & Associates’s Citrix Systems Inc CTXS Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-2,462
Closed -$289K – 252
2021
Q2 		$289K Buy
2,462
+40
+2% +$4.98K 0.12% 195
2021
Q1 		$340K Sell
2,422
-55
-2% -$7.37K 0.18% 165
2020
Q4 		$322K Hold
2,477
– – 0.19% 158
2020
Q3 		$341K Buy
+2,477
New +$354K 0.25% 137

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
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

Wambolt & Associates's CTXS Position: Q3 2021 in Review

Wambolt & Associates sold out of Citrix Systems Inc (CTXS) in Q3 2021, closing a stake of 2,462 shares — an estimated $289K sold.

Wambolt & Associates first reported a position in CTXS in Q3 2020 and held it in 4 quarters. The position peaked at $341K in Q3 2020. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Wambolt & Associates reported no remaining Citrix Systems Inc position as of Q3 2021 after selling out during the quarter.
  • Wambolt & Associates sold 2,462 Citrix Systems Inc shares in Q3 2021, an estimated $289K.
  • Wambolt & Associates first reported a position in Citrix Systems Inc in Q3 2020 and held it in 4 quarters.
  • Wambolt & Associates's Citrix Systems Inc position peaked at $341K in Q3 2020.
  • 579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Wambolt & Associates's 13F filing for Q3 2021, filed 20 Oct 2021.