BC
FIVN icon

Brookfield Corp’s FIVE9 FIVN Stock Holding History

Brookfield Corp’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
-43,622
Closed -$3.6M – 269
2023
Q2 		$3.6M Sell
43,622
-29,101
-40% -$1.95M 0.01% 331
2023
Q1 		$5.26M Buy
72,723
+36,360
+100% +$2.6M 0.02% 282
2022
Q4 		$2.47M Buy
36,363
+17,106
+89% +$1.07M 0.01% 371
2022
Q3 		$1.44M Buy
+19,257
New +$1.87M 0.01% 507
2021
Q4 		– Sell
-20,000
Closed -$3.19M – 673
2021
Q3 		$3.19M Buy
+20,000
New +$3.65M 0.01% 282

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 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 $580B AUM 38.23% 1-Year Est. Return

Brookfield Corp's FIVN Position: Q3 2023 in Review

Brookfield Corp sold out of FIVE9 (FIVN) in Q3 2023, closing a stake of 43,622 shares — an estimated $3.6M sold.

Brookfield Corp first reported a position in FIVN in Q3 2021 and held it in 5 quarters. The position peaked at $5.26M in Q1 2023. 328 funds tracked by Wall St. Rank hold FIVN as of Q3 2023.

  • Brookfield Corp reported no remaining FIVE9 position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 43,622 FIVE9 shares in Q3 2023, an estimated $3.6M.
  • Brookfield Corp first reported a position in FIVE9 in Q3 2021 and held it in 5 quarters.
  • Brookfield Corp's FIVE9 position peaked at $5.26M in Q1 2023.
  • 328 funds tracked by Wall St. Rank held FIVE9 as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.