BW Gestao de Investimentos’s FIVE9 FIVN Stock Holding History

BW Gestao de Investimentos’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	-3,300	Closed	-$2.65M	–	91
2023 Q2	$2.65M	Buy	+3,300	New	+$222K	0.39%	50

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 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

BW Gestao de Investimentos's FIVN Position: Q4 2023 in Review

BW Gestao de Investimentos sold out of FIVE9 (FIVN) in Q4 2023, closing a stake of 50,000 shares — an estimated $3.21M sold.

BW Gestao de Investimentos first reported a position in FIVN in Q3 2023 and held it in 1 quarter. The position peaked at $3.21M in Q3 2023. 349 funds tracked by Wall St. Rank hold FIVN as of Q4 2023.

BW Gestao de Investimentos reported no remaining FIVE9 position as of Q4 2023 after selling out during the quarter.
BW Gestao de Investimentos sold 50,000 FIVE9 shares in Q4 2023, an estimated $3.21M.
BW Gestao de Investimentos first reported a position in FIVE9 in Q3 2023 and held it in 1 quarter.
BW Gestao de Investimentos's FIVE9 position peaked at $3.21M in Q3 2023.
349 funds tracked by Wall St. Rank held FIVE9 as of Q4 2023.

Based on BW Gestao de Investimentos's 13F filing for Q4 2023, filed 9 Feb 2024.