Baird Financial Group
FIVN icon

Baird Financial Group’s FIVE9 FIVN Stock Holding History

Baird Financial Group’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
Q4 		– Sell
-14,485
Closed -$1.09M – 1712
2022
Q3 		$1.09M Sell
14,485
-3,318
-19% -$322K ﹤0.01% 1025
2022
Q2 		$1.62M Buy
17,803
+610
+4% +$61.7K ﹤0.01% 922
2022
Q1 		$1.9M Sell
17,193
-5,929
-26% -$690K ﹤0.01% 930
2021
Q4 		$3.17M Buy
23,122
+10,959
+90% +$1.62M 0.01% 756
2021
Q3 		$1.94M Sell
12,163
-1,151
-9% -$210K 0.01% 961
2021
Q2 		$2.44M Buy
13,314
+7,275
+120% +$1.25M 0.01% 835
2021
Q1 		$944K Buy
6,039
+1,879
+45% +$321K ﹤0.01% 1154
2020
Q4 		$726K Buy
+4,160
New +$633K ﹤0.01% 1130
2020
Q3 		– Sell
-3,881
Closed -$430K – 1518
2020
Q2 		$430K Buy
+3,881
New +$378K ﹤0.01% 1180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird Financial Group's FIVN Position: Q4 2022 in Review

Baird Financial Group sold out of FIVE9 (FIVN) in Q4 2022, closing a stake of 14,485 shares — an estimated $1.09M sold.

Baird Financial Group first reported a position in FIVN in Q2 2020 and held it in 9 quarters. The position peaked at $3.17M in Q4 2021. 326 funds tracked by Wall St. Rank hold FIVN as of Q4 2022.

  • Baird Financial Group reported no remaining FIVE9 position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 14,485 FIVE9 shares in Q4 2022, an estimated $1.09M.
  • Baird Financial Group first reported a position in FIVE9 in Q2 2020 and held it in 9 quarters.
  • Baird Financial Group's FIVE9 position peaked at $3.17M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held FIVE9 as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.