Sutton Wealth Advisors’s F5 FFIV Stock Holding History

Sutton Wealth Advisors’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	$1.77K	Buy	+11	New	+$1.72K	﹤0.01%	738
2023 Q2	–	Sell	-38	Closed	-$5.54K	–	860
2023 Q1	$5.54K	Sell	38 -2	-5%	-$289	﹤0.01%	501
2022 Q4	$5.74K	Buy	40 +38	+1,900%	+$5.56K	﹤0.01%	1077
2022 Q3	$289	Sell	2 -8	-80%	-$1.27K	﹤0.01%	1532
2022 Q2	$1.53K	Buy	10 +3	+43%	+$522	﹤0.01%	1215
2022 Q1	$1.46K	Hold	7	–	–	﹤0.01%	1248
2021 Q4	$1.71K	Hold	7	–	–	﹤0.01%	1225
2021 Q3	$1.39K	Hold	7	–	–	﹤0.01%	1216
2021 Q2	$1.31K	Hold	7	–	–	﹤0.01%	1206
2021 Q1	$1.46K	Hold	7	–	–	﹤0.01%	1173
2020 Q4	$1.23K	Buy	7 +3	+75%	+$455	﹤0.01%	1164
2020 Q3	$491	Buy	+4	New	+$538	﹤0.01%	1183

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

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

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

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

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

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

Sutton Wealth Advisors's FFIV Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in F5 (FFIV) in Q3 2023: 11 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in FFIV as recently as Q1 2023.

Sutton Wealth Advisors first reported a position in FFIV in Q3 2020 and has held it in 12 quarters since. The position peaked at $5.74K in Q4 2022. 508 funds tracked by Wall St. Rank hold FFIV as of Q3 2023.

Sutton Wealth Advisors held 11 shares of F5 worth $1.77K as of Q3 2023.
F5 was a new Sutton Wealth Advisors position in Q3 2023.
F5 made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #738 holding.
Sutton Wealth Advisors first reported a position in F5 in Q3 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's F5 position peaked at $5.74K in Q4 2022.
508 funds tracked by Wall St. Rank held F5 as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.