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	–	1257
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	–	363
2016 Q4	$154K	Buy	+1,075	New	+$146K	0.05%	217

Other funds holding FFIV

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

Wellington Management Group

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

BlackRock New York $5.7T 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

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

Renaissance Technologies

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

American Century Companies

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

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return