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Wealthstreet Investment Advisors’s F5 FFIV Stock Holding History

Wealthstreet Investment 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
2018
Q4 		– Sell
-1,800
Closed -$359K – 334
2018
Q3 		$359K Hold
1,800
– – 0.04% 270
2018
Q2 		$310K Hold
1,800
– – 0.04% 283
2018
Q1 		$260K Hold
1,800
– – 0.03% 303
2017
Q4 		$236K Buy
+1,800
New +$224K 0.03% 306

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstreet Investment Advisors's FFIV Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of F5 (FFIV) in Q4 2018, closing a stake of 1,800 shares — an estimated $359K sold.

Wealthstreet Investment Advisors first reported a position in FFIV in Q4 2017 and held it in 4 quarters. The position peaked at $359K in Q3 2018. 556 funds tracked by Wall St. Rank hold FFIV as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining F5 position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 1,800 F5 shares in Q4 2018, an estimated $359K.
  • Wealthstreet Investment Advisors first reported a position in F5 in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's F5 position peaked at $359K in Q3 2018.
  • 556 funds tracked by Wall St. Rank held F5 as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.