American Portfolios Advisors’s FIVE9 FIVN Stock Holding History

American Portfolios 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
2022 Q3	$4.5K	Hold	60	–	–	﹤0.01%	2863
2022 Q2	$5.47K	Hold	60	–	–	﹤0.01%	2791
2022 Q1	$6.62K	Hold	60	–	–	﹤0.01%	2852
2021 Q4	$8.24K	Buy	60 +27	+82%	+$3.99K	﹤0.01%	2699
2021 Q3	$5.27K	Hold	33	–	–	﹤0.01%	2828
2021 Q2	$6.05K	Hold	33	–	–	﹤0.01%	2737
2021 Q1	$5.16K	Hold	33	–	–	﹤0.01%	2685
2020 Q4	$5.75K	Buy	33 +10	+43%	+$1.52K	﹤0.01%	2355
2020 Q3	$2.98K	Sell	23 -2,870	-99%	-$345K	﹤0.01%	2473
2020 Q2	$320K	Buy	+2,893	New	+$282K	0.02%	580

Other funds holding FIVN

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCH

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

American Portfolios Advisors's FIVN Position: Q3 2022 in Review

American Portfolios Advisors held its FIVE9 (FIVN) position steady in Q3 2022 at 60 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

American Portfolios Advisors first reported a position in FIVN in Q2 2020 and has held it in 10 quarters since. The position peaked at $320K in Q2 2020. 336 funds tracked by Wall St. Rank hold FIVN as of Q3 2022.

American Portfolios Advisors held 60 shares of FIVE9 worth $4.5K as of Q3 2022.
American Portfolios Advisors left its FIVE9 share count unchanged in Q3 2022.
FIVE9 made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2863 holding.
American Portfolios Advisors first reported a position in FIVE9 in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's FIVE9 position peaked at $320K in Q2 2020.
336 funds tracked by Wall St. Rank held FIVE9 as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.