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Kore Private Wealth’s F5 FFIV Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-44
Closed -$6K – 538
2020
Q2 		$6K Hold
44
– – ﹤0.01% 876
2020
Q1 		$5K Hold
44
– – ﹤0.01% 798
2019
Q4 		$6K Buy
+44
New +$6.2K ﹤0.01% 825
2019
Q2 		– Sell
-128
Closed -$20K – 423
2019
Q1 		$20K Buy
+128
New +$20.6K ﹤0.01% 508

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kore Private Wealth's FFIV Position: Q3 2020 in Review

Kore Private Wealth sold out of F5 (FFIV) in Q3 2020, closing a stake of 44 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in FFIV in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q1 2019. 500 funds tracked by Wall St. Rank hold FFIV as of Q3 2020.

  • Kore Private Wealth reported no remaining F5 position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 44 F5 shares in Q3 2020, an estimated $6K.
  • Kore Private Wealth first reported a position in F5 in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's F5 position peaked at $20K in Q1 2019.
  • 500 funds tracked by Wall St. Rank held F5 as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.