CSWM
FFIV icon

Cassady Schiller Wealth Management’s F5 FFIV Stock Holding History

Cassady Schiller 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
2024
Q4 		$503 Buy
+2
New +$478 ﹤0.01% 977

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's FFIV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in F5 (FFIV) in Q4 2024: 2 shares worth $503. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

644 funds tracked by Wall St. Rank hold FFIV as of Q4 2024.

  • Cassady Schiller Wealth Management held 2 shares of F5 worth $503 as of Q4 2024.
  • F5 was a new Cassady Schiller Wealth Management position in Q4 2024.
  • F5 made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #977 holding.
  • 644 funds tracked by Wall St. Rank held F5 as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.