Lake Street Advisors Group’s F5 FFIV Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$260K	Sell	1,034 -15	-1%	-$3.59K	0.01%	495
2024 Q3	$231K	Buy	+1,049	New	+$203K	0.01%	530
2020 Q1	–	Sell	-1,548	Closed	-$216K	–	262
2019 Q4	$216K	Buy	1,548 +22	+1%	+$3.1K	0.02%	232
2019 Q3	$214K	Buy	1,526 +40	+3%	+$5.53K	0.02%	208
2019 Q2	$216K	Buy	1,486 +29	+2%	+$4.34K	0.02%	199
2019 Q1	$229K	Sell	1,457 -7	-0.5%	-$1.13K	0.02%	194
2018 Q4	$237K	Sell	1,464 -13	-0.9%	-$2.23K	0.03%	163
2018 Q3	$295K	Sell	1,477 -20	-1%	-$3.66K	0.03%	139
2018 Q2	$258K	Sell	1,497 -510	-25%	-$85K	0.03%	257
2018 Q1	$290K	Sell	2,007 -18	-0.9%	-$2.58K	0.03%	210
2017 Q4	$266K	Buy	+2,025	New	+$252K	0.03%	246

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

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's FFIV Position: Q4 2024 in Review

Lake Street Advisors Group reduced its F5 (FFIV) stake by 1.4% in Q4 2024, selling an estimated $3.59K and leaving 1,034 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #495.

Lake Street Advisors Group first reported a position in FFIV in Q4 2017 and has held it in 11 quarters since. The position peaked at $295K in Q3 2018. 645 funds tracked by Wall St. Rank hold FFIV as of Q4 2024.

Lake Street Advisors Group held 1,034 shares of F5 worth $260K as of Q4 2024.
Lake Street Advisors Group sold 15 F5 shares in Q4 2024, an estimated $3.59K.
F5 made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #495 holding.
Lake Street Advisors Group first reported a position in F5 in Q4 2017 and has held it in 11 quarters since.
Lake Street Advisors Group's F5 position peaked at $295K in Q3 2018.
645 funds tracked by Wall St. Rank held F5 as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.