AWM
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AE Wealth Management’s FIVE9 FIVN Stock Holding History

AE Wealth 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
2023
Q3 		– Sell
-7,257
Closed -$598K – 1992
2023
Q2 		$598K Buy
+7,257
New +$487K ﹤0.01% 1292
2021
Q3 		– Sell
-4,243
Closed -$778K – 1662
2021
Q2 		$778K Buy
4,243
+74
+2% +$12.8K 0.01% 935
2021
Q1 		$652K Sell
4,169
-190
-4% -$32.5K 0.01% 913
2020
Q4 		$760K Buy
+4,359
New +$663K 0.01% 805
2020
Q2 		– Sell
-5,214
Closed -$399K – 1284
2020
Q1 		$399K Buy
+5,214
New +$372K 0.01% 760

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AE Wealth Management's FIVN Position: Q3 2023 in Review

AE Wealth Management sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 7,257 shares — an estimated $598K sold.

AE Wealth Management first reported a position in FIVN in Q1 2020 and held it in 5 quarters. The position peaked at $778K in Q2 2021. 328 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • AE Wealth Management reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 7,257 FIVE9 shares in Q3 2023, an estimated $598K.
  • AE Wealth Management first reported a position in FIVE9 in Q1 2020 and held it in 5 quarters.
  • AE Wealth Management's FIVE9 position peaked at $778K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.