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Sowell Financial Services’s F5 FFIV Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-29
Closed -$5K – 1256
2021
Q1 		$5K Sell
29
-415
-93% -$81.7K ﹤0.01% 2594
2020
Q4 		$78K Buy
444
+321
+261% +$48.7K ﹤0.01% 1248
2020
Q3 		$15K Sell
123
-24
-16% -$3.23K ﹤0.01% 1672
2020
Q2 		$21K Buy
147
+118
+407% +$15.9K ﹤0.01% 1437
2020
Q1 		$3K Sell
29
-1,986
-99% -$243K ﹤0.01% 1977
2019
Q4 		$281K Sell
2,015
-27
-1% -$3.8K 0.02% 605
2019
Q3 		$287K Buy
+2,042
New +$282K 0.02% 549
2019
Q1 		$320K Buy
2,042
+418
+26% +$67.3K 0.04% 442
2018
Q4 		$263K Sell
1,624
-444
-21% -$76.2K 0.04% 410
2018
Q3 		$412K Hold
2,068
– – 0.06% 227
2018
Q2 		$372K Buy
2,068
+67
+3% +$11.2K 0.08% 204
2018
Q1 		$332K Hold
2,001
– – 0.08% 203
2017
Q4 		$276K Buy
+2,001
New +$249K 0.07% 221
2017
Q1 		– Sell
-1,075
Closed -$154K – 362
2016
Q4 		$154K Buy
+1,075
New +$146K 0.05% 217

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's FFIV Position: Q2 2021 in Review

Sowell Financial Services sold out of F5 (FFIV) in Q2 2021, closing a stake of 29 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in FFIV in Q4 2016 and held it in 14 quarters. The position peaked at $412K in Q3 2018. 529 funds tracked by Wall St. Rank hold FFIV as of Q2 2021.

  • Sowell Financial Services reported no remaining F5 position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 29 F5 shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in F5 in Q4 2016 and held it in 14 quarters.
  • Sowell Financial Services's F5 position peaked at $412K in Q3 2018.
  • 529 funds tracked by Wall St. Rank held F5 as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.