WP
CTXS

WealthPLAN Partners’s Citrix Systems Inc CTXS Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-4,630
Closed -$614K – 356
2020
Q4 		$614K Buy
4,630
+1,206
+35% +$153K 0.05% 189
2020
Q3 		$395K Sell
3,424
-99
-3% -$14.1K 0.04% 222
2020
Q2 		$484K Buy
+3,523
New +$507K 0.05% 189
2016
Q3 		– Sell
-357
Closed -$23 – 1092
2016
Q2 		$23 Buy
+357
New +$23.5K ﹤0.01% 2476

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's CTXS Position: Q1 2021 in Review

WealthPLAN Partners sold out of Citrix Systems Inc (CTXS) in Q1 2021, closing a stake of 4,630 shares — an estimated $614K sold.

WealthPLAN Partners first reported a position in CTXS in Q2 2016 and held it in 4 quarters. The position peaked at $614K in Q4 2020. 681 funds tracked by Wall St. Rank hold CTXS as of Q1 2021.

  • WealthPLAN Partners reported no remaining Citrix Systems Inc position as of Q1 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 4,630 Citrix Systems Inc shares in Q1 2021, an estimated $614K.
  • WealthPLAN Partners first reported a position in Citrix Systems Inc in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Citrix Systems Inc position peaked at $614K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.