WAM
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Wealthspire Advisors (Maryland)’s F5 FFIV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-700
Closed -$110K – 1003
2019
Q1 		$110K Sell
700
-592
-46% -$95.3K 0.01% 608
2018
Q4 		$209K Buy
1,292
+19
+1% +$3.26K 0.02% 393
2018
Q3 		$254K Buy
1,273
+4
+0.3% +$732 0.02% 400
2018
Q2 		$219K Sell
1,269
-171
-12% -$28.5K 0.02% 439
2018
Q1 		$208K Buy
1,440
+152
+12% +$21.8K 0.02% 457
2017
Q4 		$169K Buy
1,288
+209
+19% +$26K 0.02% 546
2017
Q3 		$130K Sell
1,079
-318
-23% -$38.4K 0.01% 611
2017
Q2 		$178K Buy
1,397
+21
+2% +$2.75K 0.02% 495
2017
Q1 		$196K Buy
1,376
+67
+5% +$9.56K 0.03% 399
2016
Q4 		$189K Buy
1,309
+1,173
+863% +$159K 0.03% 390
2016
Q3 		$17K Buy
136
+5
+4% +$607 ﹤0.01% 1106
2016
Q2 		$15K Sell
131
-10
-7% -$1.07K ﹤0.01% 1097
2016
Q1 		$15K Sell
141
-160
-53% -$15.3K ﹤0.01% 1062
2015
Q4 		$29K Buy
+301
New +$32.5K 0.01% 849

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return