AWM
FIVN icon

AllSquare Wealth Management’s FIVE9 FIVN Stock Holding History

AllSquare 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
-200
Closed -$12.2K – 557
2023
Q2 		$12.2K Hold
200
– – 0.01% 360
2023
Q1 		$14.5K Hold
200
– – 0.01% 332
2022
Q4 		$13.6K Sell
200
-85
-30% -$5.33K 0.01% 328
2022
Q3 		$21K Hold
285
– – 0.02% 272
2022
Q2 		$26K Hold
285
– – 0.02% 265
2022
Q1 		$31K Hold
285
– – 0.02% 269
2021
Q4 		$39K Hold
285
– – 0.02% 253
2021
Q3 		$46K Hold
285
– – 0.03% 229
2021
Q2 		$52K Hold
285
– – 0.03% 228
2021
Q1 		$45K Buy
+285
New +$48.7K 0.03% 237

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

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

AllSquare Wealth Management sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 200 shares — an estimated $12.2K sold.

AllSquare Wealth Management first reported a position in FIVN in Q1 2021 and held it in 10 quarters. The position peaked at $52K in Q2 2021. 328 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • AllSquare Wealth Management reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 200 FIVE9 shares in Q3 2023, an estimated $12.2K.
  • AllSquare Wealth Management first reported a position in FIVE9 in Q1 2021 and held it in 10 quarters.
  • AllSquare Wealth Management's FIVE9 position peaked at $52K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on AllSquare Wealth Management's 13F filing for Q3 2023, filed 27 Nov 2023.