Capital Performance Advisors’s F5 FFIV Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-86	Closed	-$18.9K	–	1034
2024 Q3	$18.9K	Buy	+86	New	+$16.7K	0.01%	621

Other funds holding FFIV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's FFIV Position: Q4 2024 in Review

Capital Performance Advisors sold out of F5 (FFIV) in Q4 2024, closing a stake of 86 shares — an estimated $18.9K sold.

Capital Performance Advisors first reported a position in FFIV in Q3 2024 and held it in 1 quarter. The position peaked at $18.9K in Q3 2024. 644 funds tracked by Wall St. Rank hold FFIV as of Q4 2024.

Capital Performance Advisors reported no remaining F5 position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 86 F5 shares in Q4 2024, an estimated $18.9K.
Capital Performance Advisors first reported a position in F5 in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's F5 position peaked at $18.9K in Q3 2024.
644 funds tracked by Wall St. Rank held F5 as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.