Carolinas Wealth Consulting’s F5 FFIV Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-200	Closed	-$50.3K	–	1040
2024 Q4	$50.3K	Hold	200	–	–	0.01%	360
2024 Q3	$44K	Hold	200	–	–	0.01%	383
2024 Q2	$34.4K	Sell	200 -1	-0.5%	-$175	0.01%	413
2024 Q1	$38.1K	Buy	201 +1	+0.5%	+$184	0.01%	414
2023 Q4	$35.8K	Hold	200	–	–	0.01%	379
2023 Q3	$30.3K	Hold	200	–	–	0.01%	374
2023 Q2	$29.3K	Hold	200	–	–	0.01%	419
2023 Q1	$29.1K	Hold	200	–	–	0.01%	434
2022 Q4	$28.7K	Hold	200	–	–	0.01%	433
2022 Q3	$29K	Hold	200	–	–	0.01%	396
2022 Q2	$31K	Hold	200	–	–	0.01%	390
2022 Q1	$42K	Hold	200	–	–	0.01%	375
2021 Q4	$49K	Hold	200	–	–	0.01%	369
2021 Q3	$40K	Hold	200	–	–	0.01%	377
2021 Q2	$37K	Buy	+200	New	+$38.5K	0.01%	401

Other funds holding FFIV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carolinas Wealth Consulting's FFIV Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of F5 (FFIV) in Q1 2025, closing a stake of 200 shares — an estimated $50.3K sold.

Carolinas Wealth Consulting first reported a position in FFIV in Q2 2021 and held it in 15 quarters. The position peaked at $50.3K in Q4 2024. 684 funds tracked by Wall St. Rank hold FFIV as of Q1 2025.

Carolinas Wealth Consulting reported no remaining F5 position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 200 F5 shares in Q1 2025, an estimated $50.3K.
Carolinas Wealth Consulting first reported a position in F5 in Q2 2021 and held it in 15 quarters.
Carolinas Wealth Consulting's F5 position peaked at $50.3K in Q4 2024.
684 funds tracked by Wall St. Rank held F5 as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.