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Pathstone Family Office’s F5 FFIV Stock Holding History

Pathstone Family Office’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
2022
Q4 		– Sell
-1,805
Closed -$261K – 1337
2022
Q3 		$261K Buy
+1,805
New +$286K 0.01% 982
2021
Q1 		– Sell
-250
Closed -$44K – 898
2020
Q4 		$44K Buy
+250
New +$38K ﹤0.01% 539

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's FFIV Position: Q4 2022 in Review

Pathstone Family Office sold out of F5 (FFIV) in Q4 2022, closing a stake of 1,805 shares — an estimated $261K sold.

Pathstone Family Office first reported a position in FFIV in Q4 2020 and held it in 2 quarters. The position peaked at $261K in Q3 2022. 523 funds tracked by Wall St. Rank hold FFIV as of Q4 2022.

  • Pathstone Family Office reported no remaining F5 position as of Q4 2022 after selling out during the quarter.
  • Pathstone Family Office sold 1,805 F5 shares in Q4 2022, an estimated $261K.
  • Pathstone Family Office first reported a position in F5 in Q4 2020 and held it in 2 quarters.
  • Pathstone Family Office's F5 position peaked at $261K in Q3 2022.
  • 523 funds tracked by Wall St. Rank held F5 as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.