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Next Financial Group’s F5 FFIV Stock Holding History

Next Financial 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
2021
Q4 		$22K Sell
90
-58
-39% -$12.9K ﹤0.01% 1843
2021
Q3 		$30K Buy
148
+58
+64% +$11.6K ﹤0.01% 1640
2021
Q2 		$17K Hold
90
– – ﹤0.01% 1806
2021
Q1 		$19K Hold
90
– – ﹤0.01% 1658
2020
Q4 		$16K Sell
90
-422
-82% -$64.1K ﹤0.01% 1628
2020
Q3 		$63K Buy
+512
New +$68.9K 0.01% 1021
2020
Q2 		– Sell
-90
Closed -$10K – 1026
2020
Q1 		$10K Buy
+90
New +$11K ﹤0.01% 1523
2014
Q4 		– Sell
-110
Closed -$13K – 2032
2014
Q3 		$13K Hold
110
– – ﹤0.01% 1634
2014
Q2 		$13K Buy
+110
New +$11.8K 0.01% 716

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

Next Financial Group's FFIV Position: Q4 2021 in Review

Next Financial Group reduced its F5 (FFIV) stake by 39% in Q4 2021, selling an estimated $12.9K and leaving 90 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Next Financial Group first reported a position in FFIV in Q2 2014 and has held it in 9 quarters since. The position peaked at $63K in Q3 2020. 584 funds tracked by Wall St. Rank hold FFIV as of Q4 2021.

  • Next Financial Group held 90 shares of F5 worth $22K as of Q4 2021.
  • Next Financial Group sold 58 F5 shares in Q4 2021, an estimated $12.9K.
  • F5 made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1843 holding.
  • Next Financial Group first reported a position in F5 in Q2 2014 and has held it in 9 quarters since.
  • Next Financial Group's F5 position peaked at $63K in Q3 2020.
  • 584 funds tracked by Wall St. Rank held F5 as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.