Shelton Wealth Management’s F5 FFIV Stock Holding History

Shelton 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
2022 Q2	–	Sell	-1,101	Closed	-$230K	–	66
2022 Q1	$230K	Buy	1,101 +45	+4%	+$9.44K	0.18%	62
2021 Q4	$258K	Buy	+1,056	New	+$234K	0.2%	57

Other funds holding FFIV

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Shelton Wealth Management's FFIV Position: Q2 2022 in Review

Shelton Wealth Management sold out of F5 (FFIV) in Q2 2022, closing a stake of 1,101 shares — an estimated $230K sold.

Shelton Wealth Management first reported a position in FFIV in Q4 2021 and held it in 2 quarters. The position peaked at $258K in Q4 2021. 510 funds tracked by Wall St. Rank hold FFIV as of Q2 2022.

Shelton Wealth Management reported no remaining F5 position as of Q2 2022 after selling out during the quarter.
Shelton Wealth Management sold 1,101 F5 shares in Q2 2022, an estimated $230K.
Shelton Wealth Management first reported a position in F5 in Q4 2021 and held it in 2 quarters.
Shelton Wealth Management's F5 position peaked at $258K in Q4 2021.
510 funds tracked by Wall St. Rank held F5 as of Q2 2022.

Based on Shelton Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.