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Plante Moran Financial Advisors’s F5 FFIV Stock Holding History

Plante Moran Financial Advisors’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
2023
Q3 		– Sell
-20
Closed -$2.92K – 795
2023
Q2 		$2.92K Buy
+20
New +$2.84K ﹤0.01% 665
2019
Q4 		– Sell
-9
Closed -$1K – 800
2019
Q3 		$1K Buy
+9
New +$1.25K ﹤0.01% 817
2016
Q4 		– Sell
-590
Closed -$74K – 987
2016
Q3 		$74K Buy
+590
New +$71.6K 0.05% 253
2014
Q1 		– Sell
-542
Closed -$49K – 646
2013
Q4 		$49K Buy
+542
New +$46.2K 0.03% 242

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Plante Moran Financial Advisors's FFIV Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of F5 (FFIV) in Q3 2023, closing a stake of 20 shares — an estimated $2.92K sold.

Plante Moran Financial Advisors first reported a position in FFIV in Q4 2013 and held it in 4 quarters. The position peaked at $74K in Q3 2016. 509 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining F5 position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 F5 shares in Q3 2023, an estimated $2.92K.
  • Plante Moran Financial Advisors first reported a position in F5 in Q4 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's F5 position peaked at $74K in Q3 2016.
  • 509 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.