Regent Peak Wealth Advisors’s F5 FFIV Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-285	Closed	-$50K	–	429
2020 Q4	$50K	Buy	+285	New	+$43.3K	0.02%	309

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's FFIV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of F5 (FFIV) in Q1 2021, closing a stake of 285 shares — an estimated $50K sold.

Regent Peak Wealth Advisors first reported a position in FFIV in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 532 funds tracked by Wall St. Rank hold FFIV as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining F5 position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 285 F5 shares in Q1 2021, an estimated $50K.
Regent Peak Wealth Advisors first reported a position in F5 in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's F5 position peaked at $50K in Q4 2020.
532 funds tracked by Wall St. Rank held F5 as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.