AAM
FIVN icon

Advisors Asset Management’s FIVE9 FIVN Stock Holding History

Advisors Asset 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
2025
Q1 		– Sell
-138
Closed -$5.61K – 1515
2024
Q4 		$5.61K Sell
138
-267
-66% -$9.63K ﹤0.01% 1425
2024
Q3 		$11.6K Sell
405
-250
-38% -$9.02K ﹤0.01% 1403
2024
Q2 		$28.9K Sell
655
-102
-13% -$5.3K ﹤0.01% 1341
2024
Q1 		$47K Sell
757
-67
-8% -$4.66K ﹤0.01% 1292
2023
Q4 		$64.8K Buy
824
+156
+23% +$10.9K ﹤0.01% 1250
2023
Q3 		$43K Buy
668
+285
+74% +$21.3K ﹤0.01% 1296
2023
Q2 		$31.6K Sell
383
-63
-14% -$4.23K ﹤0.01% 1331
2023
Q1 		$32.2K Sell
446
-525
-54% -$37.6K ﹤0.01% 1349
2022
Q4 		$65.9K Sell
971
-229
-19% -$14.4K ﹤0.01% 1310
2022
Q3 		$90K Sell
1,200
-111
-8% -$10.8K ﹤0.01% 1285
2022
Q2 		$119K Sell
1,311
-58
-4% -$5.87K ﹤0.01% 1253
2022
Q1 		$151K Buy
1,369
+418
+44% +$48.7K ﹤0.01% 1290
2021
Q4 		$131K Buy
951
+700
+279% +$104K ﹤0.01% 1328
2021
Q3 		$40K Buy
+251
New +$45.8K ﹤0.01% 1405

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisors Asset Management's FIVN Position: Q1 2025 in Review

Advisors Asset Management sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 138 shares — an estimated $5.61K sold.

Advisors Asset Management first reported a position in FIVN in Q3 2021 and held it in 14 quarters. The position peaked at $151K in Q1 2022. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Advisors Asset Management reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Advisors Asset Management sold 138 FIVE9 shares in Q1 2025, an estimated $5.61K.
  • Advisors Asset Management first reported a position in FIVE9 in Q3 2021 and held it in 14 quarters.
  • Advisors Asset Management's FIVE9 position peaked at $151K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.