WANY
CTXS

Wealthspire Advisors (New York)’s Citrix Systems Inc CTXS Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		– Sell
-2,565
Closed -$360K – 702
2021
Q1 		$360K Buy
2,565
+300
+13% +$40.2K 0.01% 498
2020
Q4 		$295K Buy
+2,265
New +$288K 0.01% 440
2020
Q2 		– Sell
-2,964
Closed -$420K – 558
2020
Q1 		$420K Buy
+2,964
New +$353K 0.02% 329
2019
Q1 		– Sell
-105
Closed -$11K – 862
2018
Q4 		$11K Buy
+105
New +$11.1K ﹤0.01% 488

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
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 $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s CTXS Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 2,565 shares — an estimated $360K sold.

Wealthspire Advisors (New York) first reported a position in CTXS in Q4 2018 and held it in 4 quarters. The position peaked at $420K in Q1 2020. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,565 Citrix Systems Inc shares in Q2 2021, an estimated $360K.
  • Wealthspire Advisors (New York) first reported a position in Citrix Systems Inc in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Citrix Systems Inc position peaked at $420K in Q1 2020.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.