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Baldwin Wealth Partners’s F5 FFIV Stock Holding History

Baldwin Wealth Partners’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$11.3K – 745
2023
Q3 		$11.3K Hold
70
– – ﹤0.01% 566
2023
Q2 		$10.2K Hold
70
– – ﹤0.01% 593
2023
Q1 		$10.2K Sell
70
-60
-46% -$8.66K ﹤0.01% 613
2022
Q4 		$18.7K Buy
+130
New +$19K ﹤0.01% 545

Other funds holding FFIV

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's FFIV Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of F5 (FFIV) in Q4 2023, closing a stake of 70 shares — an estimated $11.3K sold.

Baldwin Wealth Partners first reported a position in FFIV in Q4 2022 and held it in 4 quarters. The position peaked at $18.7K in Q4 2022. 522 funds tracked by Wall St. Rank hold FFIV as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining F5 position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 70 F5 shares in Q4 2023, an estimated $11.3K.
  • Baldwin Wealth Partners first reported a position in F5 in Q4 2022 and held it in 4 quarters.
  • Baldwin Wealth Partners's F5 position peaked at $18.7K in Q4 2022.
  • 522 funds tracked by Wall St. Rank held F5 as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.