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Annis Gardner Whiting Capital Advisors’s FIVE9 FIVN Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q3 		– Sell
-428
Closed -$18.9K – 814
2024
Q2 		$18.9K Buy
428
+40
+10% +$2.08K 0.01% 579
2024
Q1 		$24.1K Buy
+388
New +$27K 0.01% 512

Other funds holding FIVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FIVN Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 428 shares — an estimated $18.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FIVN in Q1 2024 and held it in 2 quarters. The position peaked at $24.1K in Q1 2024. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 428 FIVE9 shares in Q3 2024, an estimated $18.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in FIVE9 in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's FIVE9 position peaked at $24.1K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.