TLFA
FFIV icon

True Link Financial Advisors’s F5 FFIV Stock Holding History

True Link Financial 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
2025
Q1 		– Sell
-1,045
Closed -$263K – 100
2024
Q4 		$263K Hold
1,045
– – 0.02% 61
2024
Q3 		$230K Buy
+1,045
New +$203K 0.02% 58
2021
Q2 		– Sell
-3,946
Closed -$823K – 722
2021
Q1 		$823K Hold
3,946
– – 0.12% 77
2020
Q4 		$694K Buy
+3,946
New +$599K 0.11% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

True Link Financial Advisors's FFIV Position: Q1 2025 in Review

True Link Financial Advisors sold out of F5 (FFIV) in Q1 2025, closing a stake of 1,045 shares — an estimated $263K sold.

True Link Financial Advisors first reported a position in FFIV in Q4 2020 and held it in 4 quarters. The position peaked at $823K in Q1 2021. 683 funds tracked by Wall St. Rank hold FFIV as of Q1 2025.

  • True Link Financial Advisors reported no remaining F5 position as of Q1 2025 after selling out during the quarter.
  • True Link Financial Advisors sold 1,045 F5 shares in Q1 2025, an estimated $263K.
  • True Link Financial Advisors first reported a position in F5 in Q4 2020 and held it in 4 quarters.
  • True Link Financial Advisors's F5 position peaked at $823K in Q1 2021.
  • 683 funds tracked by Wall St. Rank held F5 as of Q1 2025.

Based on True Link Financial Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.