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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lenox Wealth Management's FFIV Position: Q1 2020 in Review

Lenox Wealth Management sold out of F5 (FFIV) in Q1 2020, closing a stake of 14 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in FFIV in Q4 2015 and held it in 17 quarters. The position peaked at $39K in Q3 2016. 484 funds tracked by Wall St. Rank hold FFIV as of Q1 2020.

  • Lenox Wealth Management reported no remaining F5 position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 14 F5 shares in Q1 2020, an estimated $2K.
  • Lenox Wealth Management first reported a position in F5 in Q4 2015 and held it in 17 quarters.
  • Lenox Wealth Management's F5 position peaked at $39K in Q3 2016.
  • 484 funds tracked by Wall St. Rank held F5 as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.