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Mascoma Wealth Management’s F5 FFIV Stock Holding History

Mascoma 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
2021
Q4 		– Sell
-191
Closed -$38K – 541
2021
Q3 		$38K Buy
+191
New +$38.2K 0.01% 231
2021
Q2 		– Sell
-191
Closed -$40K – 227
2021
Q1 		$40K Buy
+191
New +$37.6K 0.02% 232

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mascoma Wealth Management's FFIV Position: Q4 2021 in Review

Mascoma Wealth Management sold out of F5 (FFIV) in Q4 2021, closing a stake of 191 shares — an estimated $38K sold.

Mascoma Wealth Management first reported a position in FFIV in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q1 2021. 584 funds tracked by Wall St. Rank hold FFIV as of Q4 2021.

  • Mascoma Wealth Management reported no remaining F5 position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 191 F5 shares in Q4 2021, an estimated $38K.
  • Mascoma Wealth Management first reported a position in F5 in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's F5 position peaked at $40K in Q1 2021.
  • 584 funds tracked by Wall St. Rank held F5 as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.