AIM
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Advantage Investment Management’s FIVE9 FIVN Stock Holding History

Advantage Investment Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed -$1K – 1013
2018
Q3 		$1K Buy
+12
New +$495 ﹤0.01% 971

Other funds holding FIVN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advantage Investment Management's FIVN Position: Q4 2018 in Review

Advantage Investment Management sold out of FIVE9 (FIVN) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in FIVN in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 226 funds tracked by Wall St. Rank hold FIVN as of Q4 2018.

  • Advantage Investment Management reported no remaining FIVE9 position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 12 FIVE9 shares in Q4 2018, an estimated $1K.
  • Advantage Investment Management first reported a position in FIVE9 in Q3 2018 and held it in 1 quarter.
  • Advantage Investment Management's FIVE9 position peaked at $1K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held FIVE9 as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.