BDO Wealth Advisors’s F5 FFIV Stock Holding History

BDO Wealth Advisors’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 Q2	$21.9K	Buy	150 +10	+7%	+$1.42K	﹤0.01%	563
2023 Q1	$20.4K	Hold	140	–	–	﹤0.01%	582
2022 Q4	$20.1K	Hold	140	–	–	﹤0.01%	575
2022 Q3	$20K	Hold	140	–	–	﹤0.01%	571
2022 Q2	$21K	Hold	140	–	–	﹤0.01%	555
2022 Q1	$29K	Hold	140	–	–	﹤0.01%	529
2021 Q4	$34K	Hold	140	–	–	﹤0.01%	518
2021 Q3	$28K	Hold	140	–	–	﹤0.01%	544
2021 Q2	$26K	Hold	140	–	–	﹤0.01%	569
2021 Q1	$29K	Hold	140	–	–	﹤0.01%	544
2020 Q4	$25K	Hold	140	–	–	﹤0.01%	429
2020 Q3	$17K	Hold	140	–	–	﹤0.01%	438
2020 Q2	$20K	Hold	140	–	–	﹤0.01%	427
2020 Q1	$15K	Sell	140 -125	-47%	-$15.3K	﹤0.01%	493
2019 Q4	$37K	Sell	265 -100	-27%	-$14.1K	0.01%	331
2019 Q3	$51K	Hold	365	–	–	0.01%	308
2019 Q2	$53K	Hold	365	–	–	0.01%	299
2019 Q1	$57K	Hold	365	–	–	0.02%	270
2018 Q4	$59K	Hold	365	–	–	0.02%	249
2018 Q3	$73K	Hold	365	–	–	0.02%	249
2018 Q2	$63K	Hold	365	–	–	0.02%	263
2018 Q1	$53K	Sell	365 -150	-29%	-$21.5K	0.02%	242
2017 Q4	$68K	Hold	515	–	–	0.03%	184
2017 Q3	$62K	Sell	515 -75	-13%	-$9.05K	0.03%	178
2017 Q2	$75K	Buy	+590	New	+$77.3K	0.03%	196

Other funds holding FFIV

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BDO Wealth Advisors's FFIV Position: Q2 2023 in Review

BDO Wealth Advisors increased its F5 (FFIV) stake by 7.1% in Q2 2023, buying an estimated $1.42K and bringing the position to 150 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

BDO Wealth Advisors first reported a position in FFIV in Q2 2017 and has held it in 25 quarters since. The position peaked at $75K in Q2 2017. 497 funds tracked by Wall St. Rank hold FFIV as of Q2 2023.

BDO Wealth Advisors held 150 shares of F5 worth $21.9K as of Q2 2023.
BDO Wealth Advisors bought 10 F5 shares in Q2 2023, an estimated $1.42K.
F5 made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #563 holding.
BDO Wealth Advisors first reported a position in F5 in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's F5 position peaked at $75K in Q2 2017.
497 funds tracked by Wall St. Rank held F5 as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.