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Robertson Stephens Wealth Management’s F5 FFIV Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-1,445
Closed -$207K – 446
2022
Q4 		$207K Buy
+1,445
New +$212K 0.02% 392

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Robertson Stephens Wealth Management's FFIV Position: Q1 2023 in Review

Robertson Stephens Wealth Management sold out of F5 (FFIV) in Q1 2023, closing a stake of 1,445 shares — an estimated $207K sold.

Robertson Stephens Wealth Management first reported a position in FFIV in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 494 funds tracked by Wall St. Rank hold FFIV as of Q1 2023.

  • Robertson Stephens Wealth Management reported no remaining F5 position as of Q1 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,445 F5 shares in Q1 2023, an estimated $207K.
  • Robertson Stephens Wealth Management first reported a position in F5 in Q4 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's F5 position peaked at $207K in Q4 2022.
  • 494 funds tracked by Wall St. Rank held F5 as of Q1 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.