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Concord Wealth Partners’s F5 FFIV Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-158
Closed -$33K – 1274
2022
Q1 		$33K Buy
158
+13
+9% +$2.73K 0.01% 513
2021
Q4 		$35K Buy
145
+132
+1,015% +$29.3K 0.01% 519
2021
Q3 		$3K Sell
13
-103
-89% -$20.6K ﹤0.01% 679
2021
Q2 		$22K Buy
116
+35
+43% +$6.73K 0.01% 482
2021
Q1 		$17K Buy
+81
New +$16K 0.01% 500

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Concord Wealth Partners's FFIV Position: Q2 2022 in Review

Concord Wealth Partners sold out of F5 (FFIV) in Q2 2022, closing a stake of 158 shares — an estimated $33K sold.

Concord Wealth Partners first reported a position in FFIV in Q1 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 510 funds tracked by Wall St. Rank hold FFIV as of Q2 2022.

  • Concord Wealth Partners reported no remaining F5 position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 158 F5 shares in Q2 2022, an estimated $33K.
  • Concord Wealth Partners first reported a position in F5 in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's F5 position peaked at $35K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held F5 as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.