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Lee Financial’s F5 FFIV Stock Holding History

Lee Financial’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
Q1 		– Sell
-12
Closed -$2.15K – 401
2023
Q4 		$2.15K Buy
+12
New +$1.96K ﹤0.01% 736
2023
Q1 		– Sell
-11
Closed -$1.58K – 857
2022
Q4 		$1.58K Buy
+11
New +$1.61K ﹤0.01% 736
2022
Q1 		– Sell
-10
Closed -$2K – 830
2021
Q4 		$2K Hold
10
– – ﹤0.01% 737
2021
Q3 		$2K Buy
+10
New +$2K ﹤0.01% 614
2017
Q4 		– Sell
-120
Closed -$14K – 481
2017
Q3 		$14K Buy
120
+92
+329% +$11.1K ﹤0.01% 280
2017
Q2 		$4K Buy
+28
New +$3.67K ﹤0.01% 412

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
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

Lee Financial's FFIV Position: Q1 2024 in Review

Lee Financial sold out of F5 (FFIV) in Q1 2024, closing a stake of 12 shares — an estimated $2.15K sold.

Lee Financial first reported a position in FFIV in Q2 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2017. 534 funds tracked by Wall St. Rank hold FFIV as of Q1 2024.

  • Lee Financial reported no remaining F5 position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 12 F5 shares in Q1 2024, an estimated $2.15K.
  • Lee Financial first reported a position in F5 in Q2 2017 and held it in 6 quarters.
  • Lee Financial's F5 position peaked at $14K in Q3 2017.
  • 534 funds tracked by Wall St. Rank held F5 as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.