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 – 710
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return