BDO Wealth Advisors’s FIVE9 FIVN Stock Holding History

BDO Wealth 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
2019 Q2	–	Sell	-100	Closed	-$5K	–	637
2019 Q1	$5K	Buy	+100	New	+$5.08K	﹤0.01%	467

Other funds holding FIVN

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

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

BDO Wealth Advisors's FIVN Position: Q2 2019 in Review

BDO Wealth Advisors sold out of FIVE9 (FIVN) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in FIVN in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 249 funds tracked by Wall St. Rank hold FIVN as of Q2 2019.

BDO Wealth Advisors reported no remaining FIVE9 position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 100 FIVE9 shares in Q2 2019, an estimated $5K.
BDO Wealth Advisors first reported a position in FIVE9 in Q1 2019 and held it in 1 quarter.
BDO Wealth Advisors's FIVE9 position peaked at $5K in Q1 2019.
249 funds tracked by Wall St. Rank held FIVE9 as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.