Personal CFO Solutions’s F5 FFIV Stock Holding History

Personal CFO Solutions’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
2024 Q2	–	Sell	-1,100	Closed	-$209K	–	558
2024 Q1	$209K	Sell	1,100 -18	-2%	-$3.32K	0.03%	513
2023 Q4	$200K	Buy	+1,118	New	+$182K	0.03%	495

Other funds holding FFIV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Personal CFO Solutions's FFIV Position: Q2 2024 in Review

Personal CFO Solutions sold out of F5 (FFIV) in Q2 2024, closing a stake of 1,100 shares — an estimated $209K sold.

Personal CFO Solutions first reported a position in FFIV in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 530 funds tracked by Wall St. Rank hold FFIV as of Q2 2024.

Personal CFO Solutions reported no remaining F5 position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 1,100 F5 shares in Q2 2024, an estimated $209K.
Personal CFO Solutions first reported a position in F5 in Q4 2023 and held it in 2 quarters.
Personal CFO Solutions's F5 position peaked at $209K in Q1 2024.
530 funds tracked by Wall St. Rank held F5 as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.