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Carolinas Wealth Consulting’s FIVE9 FIVN Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-25
Closed -$996 – 1041
2024
Q4 		$996 Buy
25
+13
+108% +$469 ﹤0.01% 952
2024
Q3 		$336 Buy
+12
New +$433 ﹤0.01% 1029
2024
Q2 		– Sell
-14
Closed -$897 – 1054
2024
Q1 		$897 Buy
+14
New +$973 ﹤0.01% 916

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's FIVN Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of FIVE9 (FIVN) in Q1 2025, closing a stake of 25 shares — an estimated $996 sold.

Carolinas Wealth Consulting first reported a position in FIVN in Q1 2024 and held it in 3 quarters. The position peaked at $996 in Q4 2024. 306 funds tracked by Wall St. Rank hold FIVN as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining FIVE9 position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 FIVE9 shares in Q1 2025, an estimated $996.
  • Carolinas Wealth Consulting first reported a position in FIVE9 in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's FIVE9 position peaked at $996 in Q4 2024.
  • 306 funds tracked by Wall St. Rank held FIVE9 as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.