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Atria Investments’s FIVE9 FIVN Stock Holding History

Atria Investments’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
Q1 		– Sell
-8,898
Closed -$1.22M – 885
2021
Q4 		$1.22M Buy
8,898
+2,548
+40% +$377K 0.02% 750
2021
Q3 		$1.01M Buy
+6,350
New +$1.16M 0.02% 781
2021
Q1 		– Sell
-6,253
Closed -$1.09M – 721
2020
Q4 		$1.09M Buy
+6,253
New +$951K 0.03% 646
2020
Q1 		– Sell
-6,504
Closed -$427K – 755
2019
Q4 		$427K Buy
6,504
+503
+8% +$30.8K 0.01% 844
2019
Q3 		$322K Sell
6,001
-158
-3% -$8.89K 0.01% 697
2019
Q2 		$387K Buy
6,159
+1,854
+43% +$94.1K 0.01% 658
2019
Q1 		$227K Buy
+4,305
New +$219K 0.01% 818
2018
Q3 		– Sell
-6,198
Closed -$214K – 993
2018
Q2 		$214K Buy
+6,198
New +$201K 0.01% 883

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Atria Investments's FIVN Position: Q1 2022 in Review

Atria Investments sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 8,898 shares — an estimated $1.22M sold.

Atria Investments first reported a position in FIVN in Q2 2018 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 347 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Atria Investments reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Atria Investments sold 8,898 FIVE9 shares in Q1 2022, an estimated $1.22M.
  • Atria Investments first reported a position in FIVE9 in Q2 2018 and held it in 8 quarters.
  • Atria Investments's FIVE9 position peaked at $1.22M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Atria Investments's 13F filing for Q1 2022, filed 2 May 2022.