Sugarloaf Wealth Management’s F5 FFIV Stock Holding History

Sugarloaf 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
2024 Q4	$7.04K	Hold	28	–	–	﹤0.01%	540
2024 Q3	$6.17K	Hold	28	–	–	﹤0.01%	544
2024 Q2	$4.82K	Hold	28	–	–	﹤0.01%	533
2024 Q1	$5.31K	Hold	28	–	–	﹤0.01%	535
2023 Q4	$5.01K	Hold	28	–	–	﹤0.01%	548
2023 Q3	$4.51K	Hold	28	–	–	﹤0.01%	546
2023 Q2	$4.09K	Hold	28	–	–	﹤0.01%	563
2023 Q1	$4.08K	Hold	28	–	–	﹤0.01%	563
2022 Q4	$4.02K	Hold	28	–	–	﹤0.01%	607
2022 Q3	$5K	Hold	28	–	–	﹤0.01%	615
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	630
2022 Q1	$6K	Hold	28	–	–	﹤0.01%	545
2021 Q4	$7K	Hold	28	–	–	﹤0.01%	551
2021 Q3	$6K	Hold	28	–	–	﹤0.01%	587
2021 Q2	$5K	Hold	28	–	–	﹤0.01%	592
2021 Q1	$6	Hold	28	–	–	﹤0.01%	568
2020 Q4	$5K	Hold	28	–	–	﹤0.01%	553
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	570
2020 Q2	$4K	Hold	28	–	–	﹤0.01%	544
2020 Q1	$3K	Hold	28	–	–	﹤0.01%	564
2019 Q4	$4K	Buy	+28	New	+$3.94K	﹤0.01%	568

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's FFIV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its F5 (FFIV) position steady in Q4 2024 at 28 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Sugarloaf Wealth Management first reported a position in FFIV in Q4 2019 and has held it in 21 quarters since. 644 funds tracked by Wall St. Rank hold FFIV as of Q4 2024.

Sugarloaf Wealth Management held 28 shares of F5 worth $7.04K as of Q4 2024.
Sugarloaf Wealth Management left its F5 share count unchanged in Q4 2024.
F5 made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #540 holding.
Sugarloaf Wealth Management first reported a position in F5 in Q4 2019 and has held it in 21 quarters since.
644 funds tracked by Wall St. Rank held F5 as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.