BerganKDV Wealth Management’s FIVE9 FIVN Stock Holding History

BerganKDV Wealth 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	-7	Closed	-$507	–	948
2023 Q1	$507	Hold	7	–	–	﹤0.01%	971
2022 Q4	$475	Buy	+7	New	+$439	﹤0.01%	954
2021 Q4	–	Sell	-5	Closed	-$1K	–	1075
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	957
2021 Q2	$1K	Buy	5 +1	+25%	+$172	﹤0.01%	904
2021 Q1	$1K	Buy	+4	New	+$683	﹤0.01%	848

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

BerganKDV Wealth Management's FIVN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 7 shares — an estimated $507 sold.

BerganKDV Wealth Management first reported a position in FIVN in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

BerganKDV Wealth Management reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 7 FIVE9 shares in Q2 2023, an estimated $507.
BerganKDV Wealth Management first reported a position in FIVE9 in Q1 2021 and held it in 5 quarters.
BerganKDV Wealth Management's FIVE9 position peaked at $1K in Q3 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.