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TrueWealth LLC’s F5 FFIV Stock Holding History

TrueWealth LLC’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
2020
Q2 		– Sell
-56
Closed -$6K – 732
2020
Q1 		$6K Hold
56
– – ﹤0.01% 519
2019
Q4 		$8K Hold
56
– – ﹤0.01% 492
2019
Q3 		$8K Hold
56
– – ﹤0.01% 486
2019
Q2 		$8K Hold
56
– – ﹤0.01% 494
2019
Q1 		$9K Hold
56
– – ﹤0.01% 475
2018
Q4 		$9K Hold
56
– – ﹤0.01% 451
2018
Q3 		$11K Hold
56
– – 0.01% 467
2018
Q2 		$10K Hold
56
– – ﹤0.01% 481
2018
Q1 		$8K Hold
56
– – ﹤0.01% 491
2017
Q4 		$7K Buy
+56
New +$6.96K ﹤0.01% 580

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TrueWealth LLC's FFIV Position: Q2 2020 in Review

TrueWealth LLC sold out of F5 (FFIV) in Q2 2020, closing a stake of 56 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in FFIV in Q4 2017 and held it in 10 quarters. The position peaked at $11K in Q3 2018. 507 funds tracked by Wall St. Rank hold FFIV as of Q2 2020.

  • TrueWealth LLC reported no remaining F5 position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 56 F5 shares in Q2 2020, an estimated $6K.
  • TrueWealth LLC first reported a position in F5 in Q4 2017 and held it in 10 quarters.
  • TrueWealth LLC's F5 position peaked at $11K in Q3 2018.
  • 507 funds tracked by Wall St. Rank held F5 as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.