WQ
CTXS

Wealth Quarterback’s Citrix Systems Inc CTXS Stock Holding History

Wealth Quarterback’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 		$11K Buy
95
+1
+1% +$108 0.01% 462
2021
Q2 		$12K Buy
+94
New +$11.7K 0.01% 451
2020
Q2 		– Sell
-93
Closed -$13.2K – 865
2020
Q1 		$13.2K Sell
93
-14,354
-99% -$1.71M 0.01% 420
2019
Q4 		$141 Buy
+14,447
New +$1.55M ﹤0.01% 969

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

Wealth Quarterback's CTXS Position: Q3 2021 in Review

Wealth Quarterback increased its Citrix Systems Inc (CTXS) stake by 1.1% in Q3 2021, buying an estimated $108 and bringing the position to 95 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #462.

Wealth Quarterback first reported a position in CTXS in Q4 2019 and has held it in 4 quarters since. The position peaked at $13.2K in Q1 2020. 579 funds tracked by Wall St. Rank hold CTXS as of Q3 2021.

  • Wealth Quarterback held 95 shares of Citrix Systems Inc worth $11K as of Q3 2021.
  • Wealth Quarterback bought 1 Citrix Systems Inc share in Q3 2021, an estimated $108.
  • Citrix Systems Inc made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #462 holding.
  • Wealth Quarterback first reported a position in Citrix Systems Inc in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Citrix Systems Inc position peaked at $13.2K in Q1 2020.
  • 579 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.