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YorkBridge Wealth Partners’s F5 FFIV Stock Holding History

YorkBridge Wealth 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
2019
Q3 		– Sell
-28
Closed -$4K – 340
2019
Q2 		$4K Hold
28
– – ﹤0.01% 668
2019
Q1 		$4K Hold
28
– – ﹤0.01% 667
2018
Q4 		$5K Hold
28
– – ﹤0.01% 635
2018
Q3 		$5K Sell
28
-11
-28% -$2.01K ﹤0.01% 654
2018
Q2 		$7K Hold
39
– – ﹤0.01% 656
2018
Q1 		$6K Sell
39
-16
-29% -$2.29K ﹤0.01% 667
2017
Q4 		$7K Sell
55
-785
-93% -$97.5K ﹤0.01% 665
2017
Q3 		$101K Buy
840
+86
+11% +$10.4K 0.05% 279
2017
Q2 		$96K Buy
754
+46
+6% +$6.03K 0.05% 281
2017
Q1 		$90K Buy
708
+77
+12% +$11K 0.05% 288
2016
Q4 		$91K Buy
+631
New +$85.5K 0.05% 251

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's FFIV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of F5 (FFIV) in Q3 2019, closing a stake of 28 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in FFIV in Q4 2016 and held it in 11 quarters. The position peaked at $101K in Q3 2017. 503 funds tracked by Wall St. Rank hold FFIV as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining F5 position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 28 F5 shares in Q3 2019, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in F5 in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's F5 position peaked at $101K in Q3 2017.
  • 503 funds tracked by Wall St. Rank held F5 as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.