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Blue Investment Partners’s FIVE9 FIVN Stock Holding History

Blue Investment Partners’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
Q3 		– Sell
-10,783
Closed -$889K – 29
2023
Q2 		$889K Buy
10,783
+5,883
+120% +$395K 0.68% 17
2023
Q1 		$354K Buy
+4,900
New +$350K 0.36% 20

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Investment Partners's FIVN Position: Q3 2023 in Review

Blue Investment Partners sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 10,783 shares — an estimated $889K sold.

Blue Investment Partners first reported a position in FIVN in Q1 2023 and held it in 2 quarters. The position peaked at $889K in Q2 2023. 327 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Blue Investment Partners reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • Blue Investment Partners sold 10,783 FIVE9 shares in Q3 2023, an estimated $889K.
  • Blue Investment Partners first reported a position in FIVE9 in Q1 2023 and held it in 2 quarters.
  • Blue Investment Partners's FIVE9 position peaked at $889K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Blue Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.