Wingate Wealth Advisors’s F5 FFIV Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-394	Closed	-$99.1K	–	204
2024 Q4	$99.1K	Buy	+394	New	+$94.2K	0.1%	141

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wingate Wealth Advisors's FFIV Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of F5 (FFIV) in Q1 2025, closing a stake of 394 shares — an estimated $99.1K sold.

Wingate Wealth Advisors first reported a position in FFIV in Q4 2024 and held it in 1 quarter. The position peaked at $99.1K in Q4 2024. 683 funds tracked by Wall St. Rank hold FFIV as of Q1 2025.

Wingate Wealth Advisors reported no remaining F5 position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 394 F5 shares in Q1 2025, an estimated $99.1K.
Wingate Wealth Advisors first reported a position in F5 in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's F5 position peaked at $99.1K in Q4 2024.
683 funds tracked by Wall St. Rank held F5 as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.