W
CTXS

Wealthfront’s Citrix Systems Inc CTXS Stock Holding History

Wealthfront’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
2018
Q3 		$551K Buy
4,959
+1,906
+62% +$211K 0.01% 361
2018
Q2 		$320K Sell
3,053
-351
-10% -$36.1K ﹤0.01% 425
2018
Q1 		$316K Buy
3,404
+280
+9% +$25.8K ﹤0.01% 434
2017
Q4 		$275K Buy
+3,124
New +$265K ﹤0.01% 443
2017
Q3 		– Sell
-2,862
Closed -$228K – 519
2017
Q2 		$228K Sell
2,862
-653
-19% -$54.1K ﹤0.01% 430
2017
Q1 		$293K Sell
3,515
-144
-4% -$11.2K 0.01% 339
2016
Q4 		$260K Buy
3,659
+509
+16% +$35.2K 0.01% 320
2016
Q3 		$214K Buy
+3,150
New +$215K 0.01% 354
2016
Q1 		– Sell
-3,785
Closed -$228K – 361
2015
Q4 		$228K Buy
3,785
+273
+8% +$16.8K 0.01% 269
2015
Q3 		$194K Buy
3,512
+1,409
+67% +$80.2K 0.01% 284
2015
Q2 		$118K Buy
2,103
+376
+22% +$20K ﹤0.01% 372
2015
Q1 		$88K Buy
1,727
+445
+35% +$21.9K ﹤0.01% 405
2014
Q4 		$65K Sell
1,282
-222
-15% -$11.5K ﹤0.01% 434
2014
Q3 		$85K Buy
1,504
+272
+22% +$14.8K 0.01% 312
2014
Q2 		$62K Buy
1,232
+787
+177% +$37.8K 0.01% 325
2014
Q1 		$21K Buy
+445
New +$21K ﹤0.01% 429

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthfront's CTXS Position: Q3 2018 in Review

Wealthfront increased its Citrix Systems Inc (CTXS) stake by 62% in Q3 2018, buying an estimated $211K and bringing the position to 4,959 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #361.

Wealthfront first reported a position in CTXS in Q1 2014 and has held it in 16 quarters since. 621 funds tracked by Wall St. Rank hold CTXS as of Q3 2018.

  • Wealthfront held 4,959 shares of Citrix Systems Inc worth $551K as of Q3 2018.
  • Wealthfront bought 1,906 Citrix Systems Inc shares in Q3 2018, an estimated $211K.
  • Citrix Systems Inc made up 0.01% of Wealthfront's portfolio in Q3 2018, its #361 holding.
  • Wealthfront first reported a position in Citrix Systems Inc in Q1 2014 and has held it in 16 quarters since.
  • 621 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.