WAS
CTXS

WESPAC Advisors SoCal’s Citrix Systems Inc CTXS Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-100
Closed -$9K – 341
2019
Q1 		$9K Hold
100
– – 0.01% 244
2018
Q4 		$10K Hold
100
– – 0.01% 247
2018
Q3 		$11K Buy
+100
New +$11.1K 0.01% 233
2018
Q2 		– Sell
-100
Closed -$9K – 269
2018
Q1 		$9K Buy
+100
New +$9.2K 0.01% 202

Other funds holding CTXS

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

WESPAC Advisors SoCal's CTXS Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 100 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in CTXS in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 606 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 Citrix Systems Inc shares in Q2 2019, an estimated $9K.
  • WESPAC Advisors SoCal first reported a position in Citrix Systems Inc in Q1 2018 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Citrix Systems Inc position peaked at $11K in Q3 2018.
  • 606 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.