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BerganKDV Wealth Management’s F5 FFIV Stock Holding History

BerganKDV Wealth 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
2022
Q3 		– Sell
-6
Closed -$1K – 998
2022
Q2 		$1K Hold
6
– – ﹤0.01% 897
2022
Q1 		$1K Sell
6
-256
-98% -$53.7K ﹤0.01% 918
2021
Q4 		$64K Hold
262
– – 0.01% 392
2021
Q3 		$52K Hold
262
– – 0.01% 394
2021
Q2 		$49K Hold
262
– – 0.01% 387
2021
Q1 		$55K Hold
262
– – 0.01% 359
2020
Q4 		$46K Buy
+262
New +$39.8K 0.01% 359
2020
Q2 		– Sell
-14
Closed -$1K – 1000
2020
Q1 		$1K Hold
14
– – ﹤0.01% 819
2019
Q4 		$2K Buy
+14
New +$1.97K ﹤0.01% 767

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BerganKDV Wealth Management's FFIV Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of F5 (FFIV) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FFIV in Q4 2019 and held it in 9 quarters. The position peaked at $64K in Q4 2021. 499 funds tracked by Wall St. Rank hold FFIV as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining F5 position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 6 F5 shares in Q3 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in F5 in Q4 2019 and held it in 9 quarters.
  • BerganKDV Wealth Management's F5 position peaked at $64K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held F5 as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.