WealthPLAN Partners’s F5 FFIV Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-60	Closed	-$8.74K	–	1309
2023 Q1	$8.74K	Buy	+60	New	+$8.66K	﹤0.01%	895
2016 Q3	–	Sell	-102	Closed	-$12	–	1000
2016 Q2	$12	Buy	+102	New	+$11K	﹤0.01%	2514

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthPLAN Partners's FFIV Position: Q2 2023 in Review

WealthPLAN Partners sold out of F5 (FFIV) in Q2 2023, closing a stake of 60 shares — an estimated $8.74K sold.

WealthPLAN Partners first reported a position in FFIV in Q2 2016 and held it in 2 quarters. The position peaked at $8.74K in Q1 2023. 499 funds tracked by Wall St. Rank hold FFIV as of Q2 2023.

WealthPLAN Partners reported no remaining F5 position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 60 F5 shares in Q2 2023, an estimated $8.74K.
WealthPLAN Partners first reported a position in F5 in Q2 2016 and held it in 2 quarters.
WealthPLAN Partners's F5 position peaked at $8.74K in Q1 2023.
499 funds tracked by Wall St. Rank held F5 as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.