Wealth Enhancement Advisory Services
CTXS

Wealth Enhancement Advisory Services’s Citrix Systems Inc CTXS Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-11,241
Closed -$1.63M – 253
2020
Q3 		$1.63M Buy
+11,241
New +$1.61M 0.04% 145
2020
Q2 		– Sell
-11,173
Closed -$1.58M – 266
2020
Q1 		$1.58M Buy
+11,173
New +$1.33M 0.06% 123

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's CTXS Position: Q4 2020 in Review

Wealth Enhancement Advisory Services sold out of Citrix Systems Inc (CTXS) in Q4 2020, closing a stake of 11,241 shares — an estimated $1.63M sold.

Wealth Enhancement Advisory Services first reported a position in CTXS in Q1 2020 and held it in 2 quarters. The position peaked at $1.63M in Q3 2020. 700 funds tracked by Wall St. Rank hold CTXS as of Q4 2020.

  • Wealth Enhancement Advisory Services reported no remaining Citrix Systems Inc position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,241 Citrix Systems Inc shares in Q4 2020, an estimated $1.63M.
  • Wealth Enhancement Advisory Services first reported a position in Citrix Systems Inc in Q1 2020 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Citrix Systems Inc position peaked at $1.63M in Q3 2020.
  • 700 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2020, filed 10 Feb 2021.