WIA
CTXS

Wealthstreet Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Wealthstreet Investment Advisors’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
-4,546
Closed -$638K – 350
2021
Q1 		$638K Buy
4,546
+2
+0% +$268 0.06% 222
2020
Q4 		$591K Buy
4,544
+2
+0% +$254 0.06% 224
2020
Q3 		$626K Buy
4,542
+1
+0% +$143 0.07% 196
2020
Q2 		$672K Buy
4,541
+2
+0% +$288 0.08% 178
2020
Q1 		$643K Sell
4,539
-132
-3% -$15.7K 0.1% 159
2019
Q4 		$518K Buy
4,671
+1
+0% +$108 0.06% 231
2019
Q3 		$500K Sell
4,670
-197
-4% -$18.8K 0.06% 224
2019
Q2 		$478K Buy
4,867
+2
+0% +$196 0.06% 228
2019
Q1 		$485K Sell
4,865
-401
-8% -$41.6K 0.06% 231
2018
Q4 		$537K Sell
5,266
-398
-7% -$42K 0.08% 205
2018
Q3 		$630K Sell
5,664
-100
-2% -$11.1K 0.08% 212
2018
Q2 		$604K Sell
5,764
-350
-6% -$36K 0.08% 215
2018
Q1 		$567K Sell
6,114
-1,011
-14% -$93K 0.07% 220
2017
Q4 		$627K Buy
+7,125
New +$603K 0.08% 204

Other funds holding CTXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealthstreet Investment Advisors's CTXS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2021, closing a stake of 4,546 shares — an estimated $638K sold.

Wealthstreet Investment Advisors first reported a position in CTXS in Q4 2017 and held it in 14 quarters. The position peaked at $672K in Q2 2020. 636 funds tracked by Wall St. Rank hold CTXS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Citrix Systems Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,546 Citrix Systems Inc shares in Q2 2021, an estimated $638K.
  • Wealthstreet Investment Advisors first reported a position in Citrix Systems Inc in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Citrix Systems Inc position peaked at $672K in Q2 2020.
  • 636 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.