Sterling Investment Advisors (Pennsylvania)’s F5 FFIV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-100	Closed	-$15K	–	247
2022 Q2	$15K	Hold	100	–	–	0.01%	354
2022 Q1	$21K	Hold	100	–	–	0.01%	353
2021 Q4	$24K	Hold	100	–	–	0.01%	344
2021 Q3	$20K	Hold	100	–	–	0.01%	354
2021 Q2	$19K	Hold	100	–	–	0.01%	356
2021 Q1	$21K	Hold	100	–	–	0.01%	331
2020 Q4	$18K	Hold	100	–	–	0.01%	314
2020 Q3	$12K	Hold	100	–	–	﹤0.01%	335
2020 Q2	$13K	Hold	100	–	–	0.01%	327
2020 Q1	$10K	Hold	100	–	–	0.01%	310
2019 Q4	$13K	Hold	100	–	–	0.01%	325
2019 Q3	$14K	Hold	100	–	–	0.01%	320
2019 Q2	$15K	Hold	100	–	–	0.01%	321
2019 Q1	$16K	Hold	100	–	–	0.01%	308
2018 Q4	$16K	Hold	100	–	–	0.01%	293
2018 Q3	$20K	Sell	100 -50	-33%	-$9.15K	0.01%	308
2018 Q2	$25K	Hold	150	–	–	0.01%	271
2018 Q1	$22K	Hold	150	–	–	0.01%	268
2017 Q4	$20K	Hold	150	–	–	0.01%	260
2017 Q3	$18K	Hold	150	–	–	0.01%	259
2017 Q2	$19K	Hold	150	–	–	0.01%	260
2017 Q1	$21K	Hold	150	–	–	0.02%	242
2016 Q4	$22K	Buy	+150	New	+$20.3K	0.02%	208

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

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

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

Sterling Investment Advisors (Pennsylvania)'s FFIV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of F5 (FFIV) in Q3 2022, closing a stake of 100 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FFIV in Q4 2016 and held it in 23 quarters. The position peaked at $25K in Q2 2018. 500 funds tracked by Wall St. Rank hold FFIV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining F5 position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 100 F5 shares in Q3 2022, an estimated $15K.
Sterling Investment Advisors (Pennsylvania) first reported a position in F5 in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s F5 position peaked at $25K in Q2 2018.
500 funds tracked by Wall St. Rank held F5 as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.