BCA
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Berman Capital Advisors’s F5 FFIV Stock Holding History

Berman Capital 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
2021
Q3 		$34K Buy
176
+52
+42% +$10.4K 0.01% 818
2021
Q2 		$23K Buy
124
+24
+24% +$4.62K ﹤0.01% 853
2021
Q1 		$20K Buy
100
+4
+4% +$788 ﹤0.01% 788
2020
Q4 		$16K Buy
96
+32
+50% +$4.86K ﹤0.01% 736
2020
Q3 		$7K Buy
64
+7
+12% +$941 ﹤0.01% 917
2020
Q2 		$7K Sell
57
-6
-10% -$808 ﹤0.01% 875
2020
Q1 		$6K Buy
63
+38
+152% +$4.65K ﹤0.01% 831
2019
Q4 		$3K Hold
25
– – ﹤0.01% 1091
2019
Q3 		$3K Hold
25
– – ﹤0.01% 1069
2019
Q2 		$3K Sell
25
-40
-62% -$5.99K ﹤0.01% 1085
2019
Q1 		$10K Buy
65
+38
+141% +$6.12K ﹤0.01% 653
2018
Q4 		$4K Buy
+27
New +$4.63K ﹤0.01% 733

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Berman Capital Advisors's FFIV Position: Q3 2021 in Review

Berman Capital Advisors increased its F5 (FFIV) stake by 42% in Q3 2021, buying an estimated $10.4K and bringing the position to 176 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #818.

Berman Capital Advisors first reported a position in FFIV in Q4 2018 and has held it in 12 quarters since. 529 funds tracked by Wall St. Rank hold FFIV as of Q3 2021.

  • Berman Capital Advisors held 176 shares of F5 worth $34K as of Q3 2021.
  • Berman Capital Advisors bought 52 F5 shares in Q3 2021, an estimated $10.4K.
  • F5 made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #818 holding.
  • Berman Capital Advisors first reported a position in F5 in Q4 2018 and has held it in 12 quarters since.
  • 529 funds tracked by Wall St. Rank held F5 as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.