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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CTXS holding history

Citrix Systems Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTXS overviewAll 13F holders of CTXSFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of CTXS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−43,397−100.0%Sold outHolders
Q3 202243,397$4.51M<0.1%+37,278+609.2%AddedHolders
Q2 20226,119$595.0K<0.1%+392+6.8%AddedHolders
Q1 20225,727$578.0K<0.1%+670+13.2%AddedHolders
Q4 20215,057$478.0K<0.1%+1,045+26.0%AddedHolders
Q3 20214,012$431.0K<0.1%−4,340−52.0%ReducedHolders
Q2 20218,352$979.0K<0.1%+5,751+221.1%AddedHolders
Q1 20212,601$365.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.