AdvisorShares Investments’s FIVE9 FIVN Stock Holding History

AdvisorShares Investments’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
2021 Q2	–	Sell	-10,385	Closed	-$1.62M	–	206
2021 Q1	$1.62M	Sell	10,385 -1,155	-10%	-$197K	0.2%	63
2020 Q4	$2.01M	Buy	11,540 +1,760	+18%	+$268K	0.47%	23
2020 Q3	$1.27M	Buy	9,780 +827	+9%	+$99.5K	0.06%	45
2020 Q2	$991K	Buy	+8,953	New	+$871K	0.42%	43

Other funds holding FIVN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

AdvisorShares Investments's FIVN Position: Q2 2021 in Review

AdvisorShares Investments sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 10,385 shares — an estimated $1.62M sold.

AdvisorShares Investments first reported a position in FIVN in Q2 2020 and held it in 4 quarters. The position peaked at $2.01M in Q4 2020. 398 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

AdvisorShares Investments reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
AdvisorShares Investments sold 10,385 FIVE9 shares in Q2 2021, an estimated $1.62M.
AdvisorShares Investments first reported a position in FIVE9 in Q2 2020 and held it in 4 quarters.
AdvisorShares Investments's FIVE9 position peaked at $2.01M in Q4 2020.
398 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on AdvisorShares Investments's 13F filing for Q2 2021, filed 27 Jul 2021.