WESPAC Advisors’s Citrix Systems Inc CTXS Stock Holding History

WESPAC 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
2020 Q3	–	Sell	-4,501	Closed	-$666K	–	111
2020 Q2	$666K	Buy	+4,501	New	+$648K	0.76%	54
2018 Q4	–	Sell	-8,798	Closed	-$978K	–	172
2018 Q3	$978K	Buy	+8,798	New	+$974K	0.57%	62
2018 Q2	–	Sell	-2,368	Closed	-$220K	–	154
2018 Q1	$220K	Hold	2,368	–	–	0.13%	134
2017 Q4	$208K	Buy	+2,368	New	+$201K	0.19%	113

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

WESPAC Advisors's CTXS Position: Q3 2020 in Review

WESPAC Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2020, closing a stake of 4,501 shares — an estimated $666K sold.

WESPAC Advisors first reported a position in CTXS in Q4 2017 and held it in 4 quarters. The position peaked at $978K in Q3 2018. 688 funds tracked by Wall St. Rank hold CTXS as of Q3 2020.

WESPAC Advisors reported no remaining Citrix Systems Inc position as of Q3 2020 after selling out during the quarter.
WESPAC Advisors sold 4,501 Citrix Systems Inc shares in Q3 2020, an estimated $666K.
WESPAC Advisors first reported a position in Citrix Systems Inc in Q4 2017 and held it in 4 quarters.
WESPAC Advisors's Citrix Systems Inc position peaked at $978K in Q3 2018.
688 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2020.

Based on WESPAC Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.