DI
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Disciplined Investments’s F5 FFIV Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$1.32K – 605
2023
Q2 		$1.32K Sell
9
-2
-18% -$284 ﹤0.01% 843
2023
Q1 		$1.6K Buy
11
+4
+57% +$577 ﹤0.01% 765
2022
Q4 		$1K Buy
7
+1
+17% +$146 ﹤0.01% 903
2022
Q3 		$1K Hold
6
– – ﹤0.01% 893
2022
Q2 		$1K Sell
6
-3
-33% -$522 ﹤0.01% 910
2022
Q1 		$2K Buy
+9
New +$1.89K ﹤0.01% 690

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Disciplined Investments's FFIV Position: Q3 2023 in Review

Disciplined Investments sold out of F5 (FFIV) in Q3 2023, closing a stake of 9 shares — an estimated $1.32K sold.

Disciplined Investments first reported a position in FFIV in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 509 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

  • Disciplined Investments reported no remaining F5 position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 F5 shares in Q3 2023, an estimated $1.32K.
  • Disciplined Investments first reported a position in F5 in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's F5 position peaked at $2K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.