YWP
CTXS

YorkBridge Wealth Partners’s Citrix Systems Inc CTXS Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-385
Closed -$38K – 709
2019
Q2 		$38K Buy
385
+4
+1% +$392 0.02% 401
2019
Q1 		$38K Buy
381
+3
+0.8% +$311 0.02% 387
2018
Q4 		$39K Hold
378
– – 0.02% 357
2018
Q3 		$42K Sell
378
-54
-13% -$5.97K 0.02% 378
2018
Q2 		$45K Hold
432
– – 0.02% 375
2018
Q1 		$41K Sell
432
-15
-3% -$1.38K 0.02% 389
2017
Q4 		$40K Sell
447
-1,045
-70% -$88.5K 0.02% 395
2017
Q3 		$115K Sell
1,492
-70
-4% -$5.44K 0.06% 245
2017
Q2 		$123K Hold
1,562
– – 0.07% 231
2017
Q1 		$127K Buy
1,562
+444
+40% +$34.6K 0.07% 217
2016
Q4 		$79K Buy
+1,118
New +$77.3K 0.05% 282

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
Elliott Management
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YorkBridge Wealth Partners's CTXS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Citrix Systems Inc (CTXS) in Q3 2019, closing a stake of 385 shares — an estimated $38K sold.

YorkBridge Wealth Partners first reported a position in CTXS in Q4 2016 and held it in 11 quarters. The position peaked at $127K in Q1 2017. 578 funds tracked by Wall St. Rank hold CTXS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Citrix Systems Inc position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 385 Citrix Systems Inc shares in Q3 2019, an estimated $38K.
  • YorkBridge Wealth Partners first reported a position in Citrix Systems Inc in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Citrix Systems Inc position peaked at $127K in Q1 2017.
  • 578 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.