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Belpointe Asset Management’s F5 FFIV Stock Holding History

Belpointe Asset Management’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 		– Sell
-71
Closed -$10.3K – 1501
2023
Q1 		$10.3K Sell
71
-185
-72% -$26.7K ﹤0.01% 2703
2022
Q4 		$36.7K Buy
+256
New +$37.5K ﹤0.01% 1794
2022
Q2 		– Sell
-825
Closed -$173K – 1178
2022
Q1 		$173K Sell
825
-43
-5% -$9.02K 0.01% 967
2021
Q4 		$213K Buy
868
+40
+5% +$8.88K 0.01% 862
2021
Q3 		$165K Buy
828
+235
+40% +$47K 0.01% 940
2021
Q2 		$111K Sell
593
-3
-0.5% -$577 0.01% 1083
2021
Q1 		$124K Hold
596
– – 0.01% 925
2020
Q4 		$104K Buy
+596
New +$90.5K 0.01% 934

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Belpointe Asset Management's FFIV Position: Q2 2023 in Review

Belpointe Asset Management sold out of F5 (FFIV) in Q2 2023, closing a stake of 71 shares — an estimated $10.3K sold.

Belpointe Asset Management first reported a position in FFIV in Q4 2020 and held it in 8 quarters. The position peaked at $213K in Q4 2021. 497 funds tracked by Wall St. Rank hold FFIV as of Q2 2023.

  • Belpointe Asset Management reported no remaining F5 position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 71 F5 shares in Q2 2023, an estimated $10.3K.
  • Belpointe Asset Management first reported a position in F5 in Q4 2020 and held it in 8 quarters.
  • Belpointe Asset Management's F5 position peaked at $213K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held F5 as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.