Cetera Advisor Networks’s FIVE9 FIVN Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$215K	Buy	+3,466	New	+$241K	﹤0.01%	2536
2022 Q1	–	Sell	-3,717	Closed	-$510K	–	2105
2021 Q4	$510K	Buy	3,717 +433	+13%	+$64K	0.01%	1269
2021 Q3	$525K	Buy	3,284 +452	+16%	+$82.5K	0.01%	1193
2021 Q2	$519K	Buy	+2,832	New	+$488K	0.01%	1155
2020 Q3	–	Sell	-350	Closed	-$39K	–	1828
2020 Q2	$39K	Buy	+350	New	+$34.1K	﹤0.01%	2042

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 $94.8B AUM 24.11% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisor Networks's FIVN Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in FIVE9 (FIVN) in Q1 2024: 3,466 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in FIVN as recently as Q4 2021.

Cetera Advisor Networks first reported a position in FIVN in Q2 2020 and has held it in 5 quarters since. The position peaked at $525K in Q3 2021. 310 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

Cetera Advisor Networks held 3,466 shares of FIVE9 worth $215K as of Q1 2024.
FIVE9 was a new Cetera Advisor Networks position in Q1 2024.
FIVE9 made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2536 holding.
Cetera Advisor Networks first reported a position in FIVE9 in Q2 2020 and has held it in 5 quarters since.
Cetera Advisor Networks's FIVE9 position peaked at $525K in Q3 2021.
310 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.