Central Trust Company’s FIVE9 FIVN Stock Holding History

Central Trust Company’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 Q3	–	Sell	-21	Closed	-$557	–	1444
2025 Q2	$557	Hold	21	–	–	﹤0.01%	1395
2025 Q1	$571	Sell	21 -20	-49%	-$733	﹤0.01%	1403
2024 Q4	$1.67K	Buy	41 +20	+95%	+$721	﹤0.01%	1341
2024 Q3	$604	Hold	21	–	–	﹤0.01%	1352
2024 Q2	$927	Hold	21	–	–	﹤0.01%	1342
2024 Q1	$1.3K	Hold	21	–	–	﹤0.01%	1304
2023 Q4	$1.65K	Hold	21	–	–	﹤0.01%	1299
2023 Q3	$1.35K	Buy	+21	New	+$1.57K	﹤0.01%	1288
2020 Q4	–	Sell	-29	Closed	-$4K	–	1075
2020 Q3	$4K	Sell	29 -31	-52%	-$3.73K	﹤0.01%	953
2020 Q2	$7K	Sell	60 -20	-25%	-$1.95K	﹤0.01%	879
2020 Q1	$6K	Sell	80 -20	-20%	-$1.43K	﹤0.01%	946
2019 Q4	$7K	Sell	100 -15	-13%	-$918	﹤0.01%	997
2019 Q3	$6K	Sell	115 -77	-40%	-$4.33K	﹤0.01%	996
2019 Q2	$10K	Buy	192 +30	+19%	+$1.52K	﹤0.01%	915
2019 Q1	$9K	Sell	162 -18	-10%	-$915	﹤0.01%	898
2018 Q4	$8K	Sell	180 -30	-14%	-$1.21K	﹤0.01%	938
2018 Q3	$9K	Sell	210 -40	-16%	-$1.65K	﹤0.01%	1036
2018 Q2	$9K	Buy	+250	New	+$8.09K	﹤0.01%	1012

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return