Heritage Wealth Advisors’s F5 FFIV Stock Holding History

Heritage 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
2023 Q3	–	Sell	-140	Closed	-$20.5K	–	543
2023 Q2	$20.5K	Sell	140 -21	-13%	-$2.99K	﹤0.01%	399
2023 Q1	$23.5K	Buy	161 +21	+15%	+$3.03K	﹤0.01%	392
2022 Q4	$20.1K	Buy	+140	New	+$20.5K	﹤0.01%	412
2020 Q4	–	Sell	-30	Closed	-$3.68K	–	549
2020 Q3	$3.68K	Hold	30	–	–	﹤0.01%	434
2020 Q2	$4.18K	Hold	30	–	–	﹤0.01%	410
2020 Q1	$3.2K	Hold	30	–	–	﹤0.01%	410
2019 Q4	$4.19K	Hold	30	–	–	﹤0.01%	452
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	413
2019 Q2	$4.37K	Buy	+30	New	+$4.49K	﹤0.01%	420
2018 Q4	–	Sell	-18	Closed	-$3K	–	393
2018 Q3	$3K	Buy	+18	New	+$3.29K	﹤0.01%	341

Other funds holding FFIV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Heritage Wealth Advisors's FFIV Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of F5 (FFIV) in Q3 2023, closing a stake of 140 shares — an estimated $20.5K sold.

Heritage Wealth Advisors first reported a position in FFIV in Q3 2018 and held it in 10 quarters. The position peaked at $23.5K in Q1 2023. 508 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

Heritage Wealth Advisors reported no remaining F5 position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 140 F5 shares in Q3 2023, an estimated $20.5K.
Heritage Wealth Advisors first reported a position in F5 in Q3 2018 and held it in 10 quarters.
Heritage Wealth Advisors's F5 position peaked at $23.5K in Q1 2023.
508 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.