Unique Wealth Strategies’s F5 FFIV Stock Holding History

Unique Wealth Strategies’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	-3,756	Closed	-$672K	–	194
2023 Q4	$672K	Buy	+3,756	New	+$613K	0.45%	91

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

Unique Wealth Strategies's FFIV Position: Q1 2024 in Review

Unique Wealth Strategies sold out of F5 (FFIV) in Q1 2024, closing a stake of 3,756 shares — an estimated $672K sold.

Unique Wealth Strategies first reported a position in FFIV in Q4 2023 and held it in 1 quarter. The position peaked at $672K in Q4 2023. 534 funds tracked by Wall St. Rank hold FFIV as of Q1 2024.

Unique Wealth Strategies reported no remaining F5 position as of Q1 2024 after selling out during the quarter.
Unique Wealth Strategies sold 3,756 F5 shares in Q1 2024, an estimated $672K.
Unique Wealth Strategies first reported a position in F5 in Q4 2023 and held it in 1 quarter.
Unique Wealth Strategies's F5 position peaked at $672K in Q4 2023.
534 funds tracked by Wall St. Rank held F5 as of Q1 2024.

Based on Unique Wealth Strategies's 13F filing for Q1 2024, filed 26 Apr 2024.