Arcadia Investment Management’s FIVE9 FIVN Stock Holding History

Arcadia Investment 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
2024 Q3	–	Sell	-418	Closed	-$18.4K	–	274
2024 Q2	$18.4K	Sell	418 -34	-8%	-$1.77K	﹤0.01%	244
2024 Q1	$28.1K	Hold	452	–	–	0.01%	232
2023 Q4	$35.6K	Buy	452 +144	+47%	+$10K	0.01%	227
2023 Q3	$19.8K	Hold	308	–	–	﹤0.01%	259
2023 Q2	$25.4K	Sell	308 -17	-5%	-$1.14K	0.01%	258
2023 Q1	$23.5K	Buy	325 +184	+130%	+$13.2K	0.01%	280
2022 Q4	$9.57K	Buy	+141	New	+$8.85K	﹤0.01%	311
2018 Q1	–	Sell	-1,202	Closed	-$30K	–	346
2017 Q4	$30K	Hold	1,202	–	–	0.01%	260
2017 Q3	$29K	Hold	1,202	–	–	0.01%	266
2017 Q2	$26K	Hold	1,202	–	–	0.01%	269
2017 Q1	$20K	Buy	+1,202	New	+$19.7K	0.01%	321

Other funds holding FIVN

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arcadia Investment Management's FIVN Position: Q3 2024 in Review

Arcadia Investment Management sold out of FIVE9 (FIVN) in Q3 2024, closing a stake of 418 shares — an estimated $18.4K sold.

Arcadia Investment Management first reported a position in FIVN in Q1 2017 and held it in 11 quarters. The position peaked at $35.6K in Q4 2023. 269 funds tracked by Wall St. Rank hold FIVN as of Q3 2024.

Arcadia Investment Management reported no remaining FIVE9 position as of Q3 2024 after selling out during the quarter.
Arcadia Investment Management sold 418 FIVE9 shares in Q3 2024, an estimated $18.4K.
Arcadia Investment Management first reported a position in FIVE9 in Q1 2017 and held it in 11 quarters.
Arcadia Investment Management's FIVE9 position peaked at $35.6K in Q4 2023.
269 funds tracked by Wall St. Rank held FIVE9 as of Q3 2024.

Based on Arcadia Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.