Lenox Wealth Management’s F5 FFIV Stock Holding History

Lenox Wealth Management’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 Q1	–	Sell	-14	Closed	-$2K	–	725
2019 Q4	$2K	Sell	14 -88	-86%	-$12.4K	﹤0.01%	642
2019 Q3	$14K	Sell	102 -11	-10%	-$1.52K	﹤0.01%	401
2019 Q2	$16K	Hold	113	–	–	﹤0.01%	372
2019 Q1	$18K	Hold	113	–	–	0.01%	371
2018 Q4	$18K	Buy	113 +21	+23%	+$3.6K	0.01%	307
2018 Q3	$18K	Sell	92 -12	-12%	-$2.2K	0.01%	340
2018 Q2	$18K	Buy	104 +1	+1%	+$167	0.01%	306
2018 Q1	$14K	Sell	103 -1	-1%	-$143	﹤0.01%	337
2017 Q4	$14K	Hold	104	–	–	﹤0.01%	349
2017 Q3	$12K	Sell	104 -4	-4%	-$483	﹤0.01%	366
2017 Q2	$14K	Sell	108 -37	-26%	-$4.85K	0.01%	339
2017 Q1	$21K	Sell	145 -114	-44%	-$16.3K	0.02%	137
2016 Q4	$37K	Sell	259 -57	-18%	-$7.72K	0.03%	123
2016 Q3	$39K	Sell	316 -11	-3%	-$1.33K	0.03%	115
2016 Q2	$37K	Buy	327 +49	+18%	+$5.27K	0.03%	119
2016 Q1	$29K	Sell	278 -76	-21%	-$7.28K	0.02%	133
2015 Q4	$34K	Buy	+354	New	+$38.3K	0.03%	123

Other funds holding FFIV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wellington Management Group

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return