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Steward Financial Group’s F5 FFIV Stock Holding History

Steward Financial Group’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 		$5K Buy
+36
New +$5.63K ﹤0.01% 605
2022
Q3 		– Sell
-24
Closed -$3K – 518
2022
Q2 		$3K Buy
+24
New +$4.17K ﹤0.01% 446

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Steward Financial Group's FFIV Position: Q3 2023 in Review

Steward Financial Group opened a new position in F5 (FFIV) in Q3 2023: 36 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FFIV as recently as Q2 2022.

Steward Financial Group first reported a position in FFIV in Q2 2022 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

  • Steward Financial Group held 36 shares of F5 worth $5K as of Q3 2023.
  • F5 was a new Steward Financial Group position in Q3 2023.
  • F5 made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #605 holding.
  • Steward Financial Group first reported a position in F5 in Q2 2022 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.