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Heritage Wealth Management (Arizona)’s F5 FFIV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-4
Closed -$612 – 1047
2022
Q2 		$612 Hold
4
– – ﹤0.01% 942
2022
Q1 		$1K Buy
+4
New +$839 ﹤0.01% 942
2021
Q3 		$1K Hold
4
– – ﹤0.01% 851
2021
Q2 		$1K Hold
4
– – ﹤0.01% 863
2021
Q1 		$1K Buy
+4
New +$788 ﹤0.01% 713

Other funds holding FFIV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FFIV Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of F5 (FFIV) in Q3 2022, closing a stake of 4 shares — an estimated $612 sold.

Heritage Wealth Management (Arizona) first reported a position in FFIV in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 500 funds tracked by Wall St. Rank hold FFIV as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining F5 position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4 F5 shares in Q3 2022, an estimated $612.
  • Heritage Wealth Management (Arizona) first reported a position in F5 in Q1 2021 and held it in 5 quarters.
  • Heritage Wealth Management (Arizona)'s F5 position peaked at $1K in Q1 2022.
  • 500 funds tracked by Wall St. Rank held F5 as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.