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Berman Capital Advisors’s FIVE9 FIVN Stock Holding History

Berman Capital 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
2021
Q3 		$70K Buy
448
+121
+37% +$22.1K 0.01% 552
2021
Q2 		$59K Buy
327
+268
+454% +$46.2K 0.01% 522
2021
Q1 		$9K Buy
59
+11
+23% +$1.88K ﹤0.01% 1056
2020
Q4 		$8K Buy
48
+14
+41% +$2.13K ﹤0.01% 996
2020
Q3 		$4K Hold
34
– – ﹤0.01% 1095
2020
Q2 		$3K Buy
34
+12
+55% +$1.17K ﹤0.01% 1127
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1290
2019
Q4 		$1K Sell
22
-43
-66% -$2.63K ﹤0.01% 1321
2019
Q3 		$3K Buy
65
+27
+71% +$1.52K ﹤0.01% 1070
2019
Q2 		$1K Buy
+38
New +$1.93K ﹤0.01% 1323

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Berman Capital Advisors's FIVN Position: Q3 2021 in Review

Berman Capital Advisors increased its FIVE9 (FIVN) stake by 37% in Q3 2021, buying an estimated $22.1K and bringing the position to 448 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #552.

Berman Capital Advisors first reported a position in FIVN in Q2 2019 and has held it in 10 quarters since. 401 funds tracked by Wall St. Rank hold FIVN as of Q3 2021.

  • Berman Capital Advisors held 448 shares of FIVE9 worth $70K as of Q3 2021.
  • Berman Capital Advisors bought 121 FIVE9 shares in Q3 2021, an estimated $22.1K.
  • FIVE9 made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #552 holding.
  • Berman Capital Advisors first reported a position in FIVE9 in Q2 2019 and has held it in 10 quarters since.
  • 401 funds tracked by Wall St. Rank held FIVE9 as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.