AG
FIVN icon

Advisor Group’s FIVE9 FIVN Stock Holding History

Advisor Group’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
2019
Q4 		$164K Sell
2,509
-2,476
-50% -$151K ﹤0.01% 2549
2019
Q3 		$268K Sell
4,985
-2,203
-31% -$124K ﹤0.01% 2105
2019
Q2 		$369K Sell
7,188
-667
-8% -$33.9K ﹤0.01% 1831
2019
Q1 		$415K Sell
7,855
-7,575
-49% -$385K ﹤0.01% 1726
2018
Q4 		$674K Buy
15,430
+8,266
+115% +$333K 0.01% 1204
2018
Q3 		$313K Buy
7,164
+3,578
+100% +$148K ﹤0.01% 1829
2018
Q2 		$124K Buy
3,586
+2,437
+212% +$78.9K ﹤0.01% 2353
2018
Q1 		$34K Buy
1,149
+50
+5% +$1.37K ﹤0.01% 3345
2017
Q4 		$27K Buy
1,099
+1,000
+1,010% +$24.7K ﹤0.01% 3506
2017
Q3 		$2K Buy
+99
New +$2.15K ﹤0.01% 4537
2017
Q2 		– Sell
-40
Closed -$1K – 4827
2017
Q1 		$1K Buy
+40
New +$656 ﹤0.01% 4518

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor Group's FIVN Position: Q4 2019 in Review

Advisor Group reduced its FIVE9 (FIVN) stake by 50% in Q4 2019, selling an estimated $151K and leaving 2,509 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Advisor Group first reported a position in FIVN in Q1 2017 and has held it in 11 quarters since. The position peaked at $674K in Q4 2018. 291 funds tracked by Wall St. Rank hold FIVN as of Q4 2019.

  • Advisor Group held 2,509 shares of FIVE9 worth $164K as of Q4 2019.
  • Advisor Group sold 2,476 FIVE9 shares in Q4 2019, an estimated $151K.
  • FIVE9 made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2549 holding.
  • Advisor Group first reported a position in FIVE9 in Q1 2017 and has held it in 11 quarters since.
  • Advisor Group's FIVE9 position peaked at $674K in Q4 2018.
  • 291 funds tracked by Wall St. Rank held FIVE9 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.