AWM
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Altium Wealth Management’s FIVE9 FIVN Stock Holding History

Altium 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
2021
Q3 		– Sell
-1,790
Closed -$328K – 380
2021
Q2 		$328K Sell
1,790
-15
-0.8% -$2.59K 0.02% 297
2021
Q1 		$282K Hold
1,805
– – 0.02% 308
2020
Q4 		$315K Buy
1,805
+15
+0.8% +$2.28K 0.03% 275
2020
Q3 		$232K Buy
+1,790
New +$215K 0.02% 300

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Altium Wealth Management's FIVN Position: Q3 2021 in Review

Altium Wealth Management sold out of FIVE9 (FIVN) in Q3 2021, closing a stake of 1,790 shares — an estimated $328K sold.

Altium Wealth Management first reported a position in FIVN in Q3 2020 and held it in 4 quarters. The position peaked at $328K in Q2 2021. 400 funds tracked by Wall St. Rank hold FIVN as of Q3 2021.

  • Altium Wealth Management reported no remaining FIVE9 position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 1,790 FIVE9 shares in Q3 2021, an estimated $328K.
  • Altium Wealth Management first reported a position in FIVE9 in Q3 2020 and held it in 4 quarters.
  • Altium Wealth Management's FIVE9 position peaked at $328K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held FIVE9 as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.