EWA
FFIV icon

Evolution Wealth Advisors’s F5 FFIV Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-23
Closed -$5K – 331
2021
Q3 		$5K Hold
23
– – ﹤0.01% 506
2021
Q2 		$4K Hold
23
– – ﹤0.01% 545
2021
Q1 		$5K Hold
23
– – ﹤0.01% 522
2020
Q4 		$4K Hold
23
– – ﹤0.01% 477
2020
Q3 		$3K Hold
23
– – ﹤0.01% 497
2020
Q2 		$3K Buy
+23
New +$3.1K ﹤0.01% 434

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's FFIV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of F5 (FFIV) in Q4 2021, closing a stake of 23 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in FFIV in Q2 2020 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 584 funds tracked by Wall St. Rank hold FFIV as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining F5 position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 23 F5 shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in F5 in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's F5 position peaked at $5K in Q3 2021.
  • 584 funds tracked by Wall St. Rank held F5 as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.