TFO Wealth Partners’s F5 FFIV Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-3	Closed	-$537	–	853
2023 Q4	$537	Hold	3	–	–	﹤0.01%	315
2023 Q3	$439	Buy	+3	New	+$469	﹤0.01%	495

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LAM

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

TFO Wealth Partners's FFIV Position: Q1 2024 in Review

TFO Wealth Partners sold out of F5 (FFIV) in Q1 2024, closing a stake of 3 shares — an estimated $537 sold.

TFO Wealth Partners first reported a position in FFIV in Q3 2023 and held it in 2 quarters. The position peaked at $537 in Q4 2023. 534 funds tracked by Wall St. Rank hold FFIV as of Q1 2024.

TFO Wealth Partners reported no remaining F5 position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 F5 shares in Q1 2024, an estimated $537.
TFO Wealth Partners first reported a position in F5 in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's F5 position peaked at $537 in Q4 2023.
534 funds tracked by Wall St. Rank held F5 as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.