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Cetera Advisors’s FIVE9 FIVN Stock Holding History

Cetera Advisors’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 		$226K Buy
+3,645
New +$253K ﹤0.01% 2143
2021
Q2 		– Sell
-1,415
Closed -$221K – 1337
2021
Q1 		$221K Sell
1,415
-50
-3% -$8.54K 0.01% 1103
2020
Q4 		$255K Buy
+1,465
New +$223K 0.01% 886

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 $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Advisors's FIVN Position: Q1 2024 in Review

Cetera Advisors opened a new position in FIVE9 (FIVN) in Q1 2024: 3,645 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FIVN as recently as Q1 2021.

Cetera Advisors first reported a position in FIVN in Q4 2020 and has held it in 3 quarters since. The position peaked at $255K in Q4 2020. 311 funds tracked by Wall St. Rank hold FIVN as of Q1 2024.

  • Cetera Advisors held 3,645 shares of FIVE9 worth $226K as of Q1 2024.
  • FIVE9 was a new Cetera Advisors position in Q1 2024.
  • FIVE9 made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2143 holding.
  • Cetera Advisors first reported a position in FIVE9 in Q4 2020 and has held it in 3 quarters since.
  • Cetera Advisors's FIVE9 position peaked at $255K in Q4 2020.
  • 311 funds tracked by Wall St. Rank held FIVE9 as of Q1 2024.

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