Safeguard Financial’s F5 FFIV Stock Holding History

Safeguard Financial’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	-33	Closed	-$4K	–	234
2023 Q2	$4K	Buy	+33	New	+$4.69K	﹤0.01%	418

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Safeguard Financial's FFIV Position: Q3 2023 in Review

Safeguard Financial sold out of F5 (FFIV) in Q3 2023, closing a stake of 33 shares — an estimated $4K sold.

Safeguard Financial first reported a position in FFIV in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 508 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

Safeguard Financial reported no remaining F5 position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 33 F5 shares in Q3 2023, an estimated $4K.
Safeguard Financial first reported a position in F5 in Q2 2023 and held it in 1 quarter.
Safeguard Financial's F5 position peaked at $4K in Q2 2023.
508 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.