ALPS Advisors’s FIVE9 FIVN Stock Holding History

ALPS Advisors’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 Q1	–	Sell	-19,825	Closed	-$1.35M	–	1064
2022 Q4	$1.35M	Sell	19,825 -21	-0.1%	-$1.32K	0.01%	383
2022 Q3	$1.49M	Buy	+19,846	New	+$1.93M	0.01%	362

Other funds holding FIVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ALPS Advisors's FIVN Position: Q1 2023 in Review

ALPS Advisors sold out of FIVE9 (FIVN) in Q1 2023, closing a stake of 19,825 shares — an estimated $1.35M sold.

ALPS Advisors first reported a position in FIVN in Q3 2022 and held it in 2 quarters. The position peaked at $1.49M in Q3 2022. 339 funds tracked by Wall St. Rank hold FIVN as of Q1 2023.

ALPS Advisors reported no remaining FIVE9 position as of Q1 2023 after selling out during the quarter.
ALPS Advisors sold 19,825 FIVE9 shares in Q1 2023, an estimated $1.35M.
ALPS Advisors first reported a position in FIVE9 in Q3 2022 and held it in 2 quarters.
ALPS Advisors's FIVE9 position peaked at $1.49M in Q3 2022.
339 funds tracked by Wall St. Rank held FIVE9 as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.