Belpointe Asset Management’s FIVE9 FIVN Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-50	Closed	-$3.62K	–	1517
2023 Q1	$3.62K	Hold	50	–	–	﹤0.01%	3129
2022 Q4	$3.39K	Buy	+50	New	+$3.14K	﹤0.01%	3070
2021 Q3	–	Sell	-1,353	Closed	-$248K	–	1196
2021 Q2	$248K	Sell	1,353 -70	-5%	-$12.1K	0.02%	744
2021 Q1	$223K	Buy	1,423 +621	+77%	+$106K	0.02%	706
2020 Q4	$140K	Buy	+802	New	+$122K	0.01%	824

Other funds holding FIVN

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belpointe Asset Management's FIVN Position: Q2 2023 in Review

Belpointe Asset Management sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 50 shares — an estimated $3.62K sold.

Belpointe Asset Management first reported a position in FIVN in Q4 2020 and held it in 5 quarters. The position peaked at $248K in Q2 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Belpointe Asset Management reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 50 FIVE9 shares in Q2 2023, an estimated $3.62K.
Belpointe Asset Management first reported a position in FIVE9 in Q4 2020 and held it in 5 quarters.
Belpointe Asset Management's FIVE9 position peaked at $248K in Q2 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.