Capital Investment Advisory Services’s FIVE9 FIVN Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-1,250	Closed	-$200K	–	821
2021 Q3	$200K	Sell	1,250 -100	-7%	-$18.2K	0.03%	450
2021 Q2	$248K	Hold	1,350	–	–	0.03%	401
2021 Q1	$211K	Hold	1,350	–	–	0.03%	408
2020 Q4	$235K	Buy	+1,350	New	+$205K	0.03%	380
2019 Q4	–	Sell	-554	Closed	-$30K	–	799
2019 Q3	$30K	Hold	554	–	–	0.01%	686
2019 Q2	$27K	Buy	554 +504	+1,008%	+$25.6K	0.01%	700
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	1047
2018 Q4	$2K	Buy	+50	New	+$2.01K	﹤0.01%	1053

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Capital Investment Advisory Services's FIVN Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of FIVE9 (FIVN) in Q4 2021, closing a stake of 1,250 shares — an estimated $200K sold.

Capital Investment Advisory Services first reported a position in FIVN in Q4 2018 and held it in 8 quarters. The position peaked at $248K in Q2 2021. 380 funds tracked by Wall St. Rank hold FIVN as of Q4 2021.

Capital Investment Advisory Services reported no remaining FIVE9 position as of Q4 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 1,250 FIVE9 shares in Q4 2021, an estimated $200K.
Capital Investment Advisory Services first reported a position in FIVE9 in Q4 2018 and held it in 8 quarters.
Capital Investment Advisory Services's FIVE9 position peaked at $248K in Q2 2021.
380 funds tracked by Wall St. Rank held FIVE9 as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.